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 | $14,863 | $52,580-71.7% | $71,671-79.3% | $70,126-78.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 26.23% | 20.25%+6.0pp | 20.65%+5.6pp | 73.15%-46.9pp |
| Employer contribution / active EE | $1,055 | $1,616-34.7% | $2,460-57.1% | $2,343-55.0% |
| Participant deferral / active EE | $3,375 | $2,386+41.4% | $3,438-1.8% | $3,332+1.3% |
| Admin fee / account holder | $312 | $3,653-91.5% | $5,558-94.4% | $4,645-93.3% |