Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,433 | $99,875-89.6% | $146,866-92.9% | $86,983-88.0% |
| Participation rate | 72.5% | 75.8%-3.3pp | 82.5%-10.0pp | 69.5%+3.0pp |
| Annual return | 19.23% | 28.10%-8.9pp | 102.85%-83.6pp | 25.83%-6.6pp |
| Employer contribution / active EE | $1,089 | $3,224-66.2% | $4,425-75.4% | $2,584-57.9% |
| Participant deferral / active EE | $4,400 | $6,322-30.4% | $7,759-43.3% | $4,194+4.9% |
| Admin fee / account holder | $723 | $7,838-90.8% | $13,620-94.7% | $7,856-90.8% |