Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,129 | $73,978-74.1% | $96,515-80.2% | $75,173-74.6% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 24.18% | 26.72%-2.5pp | 35.73%-11.5pp | 160.72%-136.5pp |
| Employer contribution / active EE | $2,097 | $2,931-28.4% | $3,740-43.9% | $2,671-21.5% |
| Participant deferral / active EE | $3,883 | $3,660+6.1% | $4,880-20.4% | $4,126-5.9% |
| Admin fee / account holder | $943 | $5,219-81.9% | $6,735-86.0% | $5,651-83.3% |