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 | $17,045 | $60,349-71.8% | $74,184-77.0% | $62,881-72.9% |
| Participation rate | 84.0% | 72.7%+11.3pp | 76.6%+7.4pp | 69.3%+14.7pp |
| Annual return | 9.13% | 21.38%-12.2pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,547 | $1,680-7.9% | $2,370-34.7% | $2,281-32.2% |
| Participant deferral / active EE | $4,494 | $2,856+57.3% | $3,550+26.6% | $3,203+40.3% |
| Admin fee / account holder | $1,263 | $4,261-70.4% | $5,586-77.4% | $4,296-70.6% |