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 | $10,317 | $90,486-88.6% | $78,676-86.9% | $273,972-96.2% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 6.32% | 75.62%-69.3pp | 62.19%-55.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $569 | $3,175-82.1% | $2,850-80.0% | $4,869-88.3% |
| Participant deferral / active EE | $1,100 | $3,901-71.8% | $3,517-68.7% | $5,287-79.2% |
| Admin fee / account holder | $439 | $5,263-91.7% | $4,510-90.3% | $10,133-95.7% |