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 | $15,951 | $99,345-83.9% | $84,753-81.2% | $273,972-94.2% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 5.11% | 22.93%-17.8pp | 22.78%-17.7pp | 41.46%-36.3pp |
| Employer contribution / active EE | $747 | $4,214-82.3% | $3,574-79.1% | $4,869-84.7% |
| Participant deferral / active EE | $1,722 | $4,270-59.7% | $3,712-53.6% | $5,287-67.4% |
| Admin fee / account holder | $1,704 | $6,645-74.4% | $5,333-68.0% | $10,133-83.2% |