Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,928 | $101,950-81.4% | $125,529-84.9% | $86,983-78.2% |
| Participation rate | 93.0% | 70.2%+22.8pp | 74.7%+18.3pp | 69.5%+23.4pp |
| Annual return | 20.33% | 18.29%+2.0pp | 202.56%-182.2pp | 25.83%-5.5pp |
| Employer contribution / active EE | $947 | $2,358-59.8% | $3,058-69.0% | $2,584-63.3% |
| Participant deferral / active EE | $2,407 | $3,862-37.7% | $4,813-50.0% | $4,194-42.6% |
| Admin fee / account holder | $305 | $12,791-97.6% | $16,298-98.1% | $7,856-96.1% |