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 | $15,027 | $78,015-80.7% | $178,505-91.6% | $80,959-81.4% |
| Participation rate | 91.1% | 65.7%+25.4pp | 77.1%+14.0pp | 67.7%+23.4pp |
| Annual return | 10.94% | 18.10%-7.2pp | 27.16%-16.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,279 | $2,281-44.0% | $3,955-67.7% | $2,757-53.6% |
| Participant deferral / active EE | $4,332 | $4,406-1.7% | $6,280-31.0% | $4,300+0.7% |
| Admin fee / account holder | $5,095 | $7,160-28.8% | $10,428-51.1% | $6,925-26.4% |