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 | $10,973 | $86,050-87.2% | $189,758-94.2% | $94,015-88.3% |
| Participation rate | 92.5% | 68.9%+23.6pp | 79.8%+12.7pp | 70.8%+21.7pp |
| Annual return | 21.43% | 17.77%+3.7pp | 52.62%-31.2pp | 17.84%+3.6pp |
| Employer contribution / active EE | $2,161 | $2,819-23.3% | $4,767-54.7% | $2,790-22.5% |
| Participant deferral / active EE | $2,539 | $3,349-24.2% | $5,856-56.6% | $4,249-40.3% |
| Admin fee / account holder | $747 | $6,627-88.7% | $20,388-96.3% | $8,951-91.6% |