Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,444 | $91,559-77.7% | $133,978-84.7% | $79,856-74.4% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 19.42% | 61.85%-42.4pp | 45.10%-25.7pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,335 | $2,384-44.0% | $3,919-65.9% | $2,471-46.0% |
| Participant deferral / active EE | $4,018 | $3,734+7.6% | $5,047-20.4% | $3,741+7.4% |
| Admin fee / account holder | $3,910 | $6,321-38.1% | $8,930-56.2% | $5,306-26.3% |