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 | $15,769 | $56,544-72.1% | $75,501-79.1% | $70,126-77.5% |
| Participation rate | 97.7% | 68.1%+29.6pp | 72.4%+25.3pp | 69.5%+28.1pp |
| Annual return | 19.33% | 23.59%-4.3pp | 27.35%-8.0pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,041 | $1,817-42.7% | $2,352-55.7% | $2,343-55.6% |
| Participant deferral / active EE | $1,746 | $2,580-32.3% | $3,142-44.4% | $3,332-47.6% |
| Admin fee / account holder | $1,174 | $3,827-69.3% | $5,801-79.8% | $4,645-74.7% |