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 | $10,486 | $48,078-78.2% | $78,676-86.7% | $62,881-83.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.41% | 31.36%-20.9pp | 62.19%-51.8pp | 20.14%-9.7pp |
| Employer contribution / active EE | $672 | $2,015-66.7% | $2,850-76.4% | $2,281-70.6% |
| Participant deferral / active EE | $2,597 | $2,587+0.4% | $3,517-26.1% | $3,203-18.9% |
| Admin fee / account holder | $998 | $3,206-68.9% | $4,510-77.9% | $4,296-76.8% |