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 | $9,350 | $77,638-88.0% | $156,551-94.0% | $62,881-85.1% |
| Participation rate | 89.8% | 71.2%+18.6pp | 84.0%+5.8pp | 69.3%+20.5pp |
| Annual return | 30.95% | 50.33%-19.4pp | 32.23%-1.3pp | 20.14%+10.8pp |
| Employer contribution / active EE | $2,063 | $3,444-40.1% | $5,501-62.5% | $2,281-9.6% |
| Participant deferral / active EE | $3,541 | $3,046+16.3% | $4,871-27.3% | $3,203+10.6% |
| Admin fee / account holder | $980 | $5,561-82.4% | $13,028-92.5% | $4,296-77.2% |