Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,008 | $138,366-72.5% | $184,185-79.4% | $80,911-53.0% |
| Participation rate | 86.7% | 83.9%+2.8pp | 86.8%-0.2pp | 67.6%+19.0pp |
| Annual return | 17.00% | 20.02%-3.0pp | 28.81%-11.8pp | 35.63%-18.6pp |
| Employer contribution / active EE | $3,327 | $4,849-31.4% | $6,426-48.2% | $2,756+20.7% |
| Participant deferral / active EE | $7,694 | $7,074+8.8% | $9,132-15.8% | $4,297+79.0% |
| Admin fee / account holder | $1,852 | $10,484-82.3% | $13,909-86.7% | $6,935-73.3% |