Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,990 | $95,404-86.4% | $113,397-88.5% | $82,637-84.3% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.5%+21.4pp | 68.1%+29.9pp |
| Annual return | 21.03% | 19.08%+1.9pp | 23.20%-2.2pp | 53.51%-32.5pp |
| Employer contribution / active EE | $2,419 | $2,307+4.9% | $2,977-18.8% | $2,552-5.2% |
| Participant deferral / active EE | $2,762 | $4,220-34.5% | $5,076-45.6% | $4,126-33.1% |
| Admin fee / account holder | $1,788 | $9,168-80.5% | $11,957-85.0% | $7,339-75.6% |