Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,694 | $86,938-73.9% | $102,423-77.8% | $80,925-72.0% |
| Participation rate | 86.5% | 72.4%+14.1pp | 76.5%+10.0pp | 67.7%+18.8pp |
| Annual return | 13.89% | 18.89%-5.0pp | 29.42%-15.5pp | 35.65%-21.8pp |
| Employer contribution / active EE | $2,381 | $2,369+0.5% | $3,023-21.2% | $2,756-13.6% |
| Participant deferral / active EE | $3,345 | $4,120-18.8% | $5,054-33.8% | $4,299-22.2% |
| Admin fee / account holder | $2,183 | $8,053-72.9% | $9,455-76.9% | $6,940-68.5% |