Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,580 | $74,535-83.1% | $100,712-87.5% | $82,637-84.8% |
| Participation rate | 90.3% | 61.2%+29.1pp | 69.3%+21.0pp | 68.1%+22.3pp |
| Annual return | 13.32% | 18.92%-5.6pp | 33.27%-19.9pp | 53.51%-40.2pp |
| Employer contribution / active EE | $955 | $1,503-36.4% | $2,313-58.7% | $2,552-62.6% |
| Participant deferral / active EE | $1,362 | $3,074-55.7% | $4,085-66.6% | $4,126-67.0% |
| Admin fee / account holder | $1,161 | $6,576-82.4% | $9,256-87.5% | $7,339-84.2% |