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 | $13,541 | $69,590-80.5% | $136,867-90.1% | $94,015-85.6% |
| Participation rate | 96.2% | 66.3%+29.8pp | 74.5%+21.6pp | 70.8%+25.3pp |
| Annual return | 18.28% | 19.62%-1.3pp | 42.97%-24.7pp | 17.84%+0.4pp |
| Employer contribution / active EE | $1,077 | $2,396-55.1% | $3,547-69.6% | $2,790-61.4% |
| Participant deferral / active EE | $2,547 | $3,437-25.9% | $4,924-48.3% | $4,249-40.1% |
| Admin fee / account holder | $653 | $8,912-92.7% | $10,340-93.7% | $8,951-92.7% |