Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $36,255 | $104,098-65.2% | $140,514-74.2% | $94,015-61.4% |
| Participation rate | 94.1% | 73.7%+20.4pp | 77.8%+16.3pp | 70.8%+23.3pp |
| Annual return | 19.35% | 15.14%+4.2pp | 14.36%+5.0pp | 17.84%+1.5pp |
| Employer contribution / active EE | $1,059 | $2,388-55.7% | $3,378-68.7% | $2,790-62.1% |
| Participant deferral / active EE | $2,641 | $4,033-34.5% | $4,919-46.3% | $4,249-37.9% |
| Admin fee / account holder | $907 | $10,439-91.3% | $13,697-93.4% | $8,951-89.9% |