Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,563 | $81,446-79.7% | $103,374-84.0% | $80,874-79.5% |
| Participation rate | 92.9% | 66.9%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 10.87% | 25.57%-14.7pp | 24.89%-14.0pp | 35.62%-24.7pp |
| Employer contribution / active EE | $3,395 | $3,107+9.2% | $3,869-12.3% | $2,756+23.2% |
| Participant deferral / active EE | $3,432 | $3,870-11.3% | $5,058-32.1% | $4,297-20.1% |
| Admin fee / account holder | $1,634 | $6,715-75.7% | $8,394-80.5% | $6,935-76.4% |