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 | $22,682 | $167,533-86.5% | $151,645-85.0% | $134,545-83.1% |
| Participation rate | 73.3% | 88.4%-15.0pp | 87.5%-14.2pp | 81.2%-7.9pp |
| Annual return | 20.62% | 7.81%+12.8pp | 3.34%+17.3pp | 418.37%-397.8pp |
| Employer contribution / active EE | $1,596 | $6,828-76.6% | $6,165-74.1% | $4,742-66.3% |
| Participant deferral / active EE | $3,759 | $8,985-58.2% | $8,363-55.0% | $6,401-41.3% |
| Admin fee / account holder | $6,093 | $13,781-55.8% | $11,614-47.5% | $11,431-46.7% |