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 | $10,887 | $70,684-84.6% | $169,390-93.6% | $75,173-85.5% |
| Participation rate | 85.2% | 64.8%+20.4pp | 77.2%+8.0pp | 67.2%+18.0pp |
| Annual return | 14.45% | 36.38%-21.9pp | 406.07%-391.6pp | 160.72%-146.3pp |
| Employer contribution / active EE | $1,114 | $2,211-49.6% | $4,013-72.2% | $2,671-58.3% |
| Participant deferral / active EE | $2,709 | $4,310-37.1% | $6,222-56.5% | $4,126-34.4% |
| Admin fee / account holder | $1,914 | $5,404-64.6% | $9,015-78.8% | $5,651-66.1% |