Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,640 | $99,633-88.3% | $183,328-93.7% | $82,448-85.9% |
| Participation rate | 76.9% | 70.8%+6.2pp | 77.3%-0.4pp | 68.1%+8.9pp |
| Annual return | 15.71% | 17.84%-2.1pp | 29.67%-14.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,934 | $3,256-9.9% | $5,055-42.0% | $2,551+15.0% |
| Participant deferral / active EE | $4,486 | $4,938-9.2% | $6,795-34.0% | $4,139+8.4% |
| Admin fee / account holder | $2,802 | $9,934-71.8% | $21,427-86.9% | $7,234-61.3% |