Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,493 | $58,099-85.4% | $76,872-89.0% | $75,173-88.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 24.05% | 26.71%-2.7pp | 37.90%-13.9pp | 160.72%-136.7pp |
| Employer contribution / active EE | $698 | $1,996-65.0% | $2,533-72.4% | $2,671-73.9% |
| Participant deferral / active EE | $3,494 | $2,999+16.5% | $3,832-8.8% | $4,126-15.3% |
| Admin fee / account holder | $488 | $4,778-89.8% | $5,476-91.1% | $5,651-91.4% |