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 | $25,133 | $181,898-86.2% | $156,551-83.9% | $273,968-90.8% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 7.30% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,245 | $6,248-48.1% | $5,501-41.0% | $4,869-33.3% |
| Participant deferral / active EE | $5,696 | $5,550+2.6% | $4,871+16.9% | $5,287+7.7% |
| Admin fee / account holder | $1,740 | $15,560-88.8% | $13,028-86.6% | $10,132-82.8% |