Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,559 | $86,949-70.6% | $102,460-75.1% | $80,959-68.4% |
| Participation rate | 71.2% | 72.4%-1.2pp | 76.5%-5.3pp | 67.7%+3.6pp |
| Annual return | 16.30% | 18.89%-2.6pp | 29.47%-13.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,452 | $2,370-38.7% | $3,025-52.0% | $2,757-47.3% |
| Participant deferral / active EE | $2,817 | $4,121-31.6% | $5,056-44.3% | $4,300-34.5% |
| Admin fee / account holder | $4,203 | $8,048-47.8% | $9,460-55.6% | $6,925-39.3% |