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 | $16,101 | $88,707-81.8% | $74,184-78.3% | $273,972-94.1% |
| Participation rate | 95.8% | 79.4%+16.4pp | 76.6%+19.2pp | 83.0%+12.8pp |
| Annual return | 21.62% | 11.94%+9.7pp | 17.74%+3.9pp | 41.46%-19.8pp |
| Employer contribution / active EE | $2,333 | $3,159-26.2% | $2,370-1.6% | $4,869-52.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,356 | $8,717-4.1% | $5,586+49.6% | $10,133-17.5% |