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 | $14,531 | $60,349-75.9% | $74,184-80.4% | $62,881-76.9% |
| Participation rate | 71.0% | 72.7%-1.8pp | 76.6%-5.7pp | 69.3%+1.7pp |
| Annual return | 7.98% | 21.38%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,085 | $1,680-35.4% | $2,370-54.2% | $2,281-52.4% |
| Participant deferral / active EE | $2,543 | $2,856-11.0% | $3,550-28.4% | $3,203-20.6% |
| Admin fee / account holder | $913 | $4,261-78.6% | $5,586-83.7% | $4,296-78.7% |