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 | $12,827 | $76,551-83.2% | $123,894-89.6% | $62,881-79.6% |
| Participation rate | 94.6% | 73.0%+21.7pp | 81.4%+13.2pp | 69.3%+25.3pp |
| Annual return | 43.95% | 18.68%+25.3pp | 47.52%-3.6pp | 20.14%+23.8pp |
| Employer contribution / active EE | $2,857 | $2,882-0.9% | $4,617-38.1% | $2,281+25.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $324 | $4,826-93.3% | $8,357-96.1% | $4,296-92.5% |