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 | $9,318 | $67,602-86.2% | $82,312-88.7% | $70,126-86.7% |
| Participation rate | 73.9% | 72.8%+1.1pp | 76.9%-3.0pp | 69.5%+4.4pp |
| Annual return | 20.58% | 21.57%-1.0pp | 25.88%-5.3pp | 73.15%-52.6pp |
| Employer contribution / active EE | $623 | $1,755-64.5% | $2,428-74.3% | $2,343-73.4% |
| Participant deferral / active EE | $2,212 | $2,987-26.0% | $3,706-40.3% | $3,332-33.6% |
| Admin fee / account holder | $1,034 | $4,512-77.1% | $5,608-81.6% | $4,645-77.8% |