Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $5,578 | $53,774-89.6% | $134,162-95.8% | $79,852-93.0% |
| Participation rate | 92.3% | 58.8%+33.5pp | 72.2%+20.1pp | 69.6%+22.7pp |
| Annual return | 15.43% | 19.01%-3.6pp | 36.35%-20.9pp | 31.72%-16.3pp |
| Employer contribution / active EE | $878 | $1,322-33.5% | $3,705-76.3% | $2,471-64.5% |
| Participant deferral / active EE | $985 | $2,420-59.3% | $3,500-71.9% | $3,740-73.7% |
| Admin fee / account holder | $1,477 | $3,985-62.9% | $6,685-77.9% | $5,306-72.2% |