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 | $12,079 | $73,787-83.6% | $98,716-87.8% | $82,448-85.3% |
| Participation rate | 97.8% | 61.4%+36.4pp | 69.3%+28.5pp | 68.1%+29.8pp |
| Annual return | 15.48% | 18.57%-3.1pp | 31.81%-16.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,042 | $1,511+35.1% | $2,279-10.4% | $2,551-19.9% |
| Participant deferral / active EE | $1,727 | $3,081-43.9% | $4,048-57.3% | $4,139-58.3% |
| Admin fee / account holder | $1,302 | $6,500-80.0% | $8,703-85.0% | $7,234-82.0% |