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 | $20,618 | $69,977-70.5% | $108,582-81.0% | $62,881-67.2% |
| Participation rate | 83.3% | 72.9%+10.4pp | 79.6%+3.8pp | 69.3%+14.0pp |
| Annual return | 10.47% | 10.73%-0.3pp | -51.70%+62.2pp | 20.14%-9.7pp |
| Employer contribution / active EE | $5,913 | $2,135+177.0% | $3,758+57.3% | $2,281+159.3% |
| Participant deferral / active EE | $3,731 | $3,165+17.9% | $4,311-13.5% | $3,203+16.5% |
| Admin fee / account holder | $5,423 | $5,076+6.8% | $7,645-29.1% | $4,296+26.2% |