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 | $26,416 | $181,896-85.5% | $156,551-83.1% | $273,972-90.4% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 5.67% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,302 | $6,248-47.1% | $5,501-40.0% | $4,869-32.2% |
| Participant deferral / active EE | $5,440 | $5,550-2.0% | $4,871+11.7% | $5,287+2.9% |
| Admin fee / account holder | $1,631 | $15,560-89.5% | $13,028-87.5% | $10,133-83.9% |