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 | $11,552 | $91,198-87.3% | $178,503-93.5% | $79,856-85.5% |
| Participation rate | 84.8% | 69.2%+15.6pp | 81.9%+2.9pp | 69.6%+15.2pp |
| Annual return | 19.49% | 24.20%-4.7pp | 151.12%-131.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $905 | $3,257-72.2% | $5,011-81.9% | $2,471-63.4% |
| Participant deferral / active EE | $1,479 | $3,237-54.3% | $5,202-71.6% | $3,741-60.5% |
| Admin fee / account holder | $903 | $6,748-86.6% | $13,987-93.5% | $5,306-83.0% |