Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,970 | $93,346-91.5% | $71,796-88.9% | $273,972-97.1% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 83.0%+7.9pp |
| Annual return | 12.56% | 130.39%-117.8pp | 78.04%-65.5pp | 41.46%-28.9pp |
| Employer contribution / active EE | $1,668 | $2,733-39.0% | $1,924-13.3% | $4,869-65.7% |
| Participant deferral / active EE | $2,630 | $3,475-24.3% | $2,794-5.9% | $5,287-50.3% |
| Admin fee / account holder | $328 | $6,571-95.0% | $4,815-93.2% | $10,133-96.8% |