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 | $14,357 | $49,025-70.7% | $87,502-83.6% | $62,881-77.2% |
| Participation rate | 78.4% | 64.9%+13.5pp | 73.8%+4.5pp | 69.3%+9.1pp |
| Annual return | 5.21% | 10.02%-4.8pp | 12.21%-7.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,298 | $1,372-5.4% | $2,550-49.1% | $2,281-43.1% |
| Participant deferral / active EE | $1,603 | $2,289-30.0% | $3,149-49.1% | $3,203-49.9% |
| Admin fee / account holder | $2,132 | $4,065-47.5% | $4,221-49.5% | $4,296-50.4% |