Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,274 | $213,785-90.0% | $185,441-88.5% | $155,188-86.3% |
| Participation rate | 87.5% | 83.2%+4.3pp | 80.3%+7.2pp | 80.8%+6.7pp |
| Annual return | 17.21% | 19.97%-2.8pp | 20.16%-3.0pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,616 | $5,393-70.0% | $4,672-65.4% | $4,248-61.9% |
| Participant deferral / active EE | $2,950 | $6,864-57.0% | $6,152-52.0% | $6,531-54.8% |
| Admin fee / account holder | $1,932 | $21,134-90.9% | $17,890-89.2% | $14,480-86.7% |