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 | $24,591 | $67,411-63.5% | $91,004-73.0% | $70,126-64.9% |
| Participation rate | 93.1% | 71.4%+21.7pp | 75.6%+17.5pp | 69.5%+23.6pp |
| Annual return | 27.13% | -40.16%+67.3pp | 4.60%+22.5pp | 73.15%-46.0pp |
| Employer contribution / active EE | $3,815 | $1,786+113.6% | $2,456+55.4% | $2,343+62.9% |
| Participant deferral / active EE | $6,493 | $2,823+130.0% | $3,548+83.0% | $3,332+94.9% |
| Admin fee / account holder | $310 | $4,236-92.7% | $5,417-94.3% | $4,645-93.3% |