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 | $23,030 | $109,359-78.9% | $162,185-85.8% | $72,976-68.4% |
| Participation rate | 86.0% | 84.3%+1.8pp | 87.6%-1.5pp | 69.5%+16.6pp |
| Annual return | 27.55% | 25.46%+2.1pp | 115.61%-88.1pp | 81.02%-53.5pp |
| Employer contribution / active EE | $1,403 | $3,907-64.1% | $5,613-75.0% | $2,440-42.5% |
| Participant deferral / active EE | $4,844 | $5,481-11.6% | $7,297-33.6% | $3,608+34.3% |
| Admin fee / account holder | $4,254 | $7,972-46.6% | $10,844-60.8% | $5,124-17.0% |