Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,364 | $95,453-78.7% | $112,040-81.8% | $82,448-75.3% |
| Participation rate | 83.5% | 72.8%+10.8pp | 76.5%+7.0pp | 68.1%+15.4pp |
| Annual return | 21.28% | 23.92%-2.6pp | 24.52%-3.2pp | 41.64%-20.4pp |
| Employer contribution / active EE | $2,401 | $2,318+3.6% | $2,954-18.7% | $2,551-5.9% |
| Participant deferral / active EE | $4,903 | $4,224+16.1% | $5,098-3.8% | $4,139+18.4% |
| Admin fee / account holder | $1,755 | $9,013-80.5% | $12,098-85.5% | $7,234-75.7% |