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 | $11,262 | $97,550-88.5% | $120,344-90.6% | $87,485-87.1% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.7%+16.8pp | 68.9%+24.6pp |
| Annual return | 23.53% | 18.41%+5.1pp | 20.30%+3.2pp | 26.06%-2.5pp |
| Employer contribution / active EE | $728 | $2,291-68.2% | $3,020-75.9% | $2,596-72.0% |
| Participant deferral / active EE | $4,451 | $4,230+5.2% | $5,135-13.3% | $4,274+4.2% |
| Admin fee / account holder | $876 | $9,543-90.8% | $12,742-93.1% | $7,775-88.7% |