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 | $13,628 | $71,215-80.9% | $93,696-85.5% | $80,935-83.2% |
| Participation rate | 96.9% | 60.4%+36.5pp | 68.7%+28.2pp | 67.7%+29.2pp |
| Annual return | 18.83% | 11.27%+7.6pp | 133.74%-114.9pp | 35.66%-16.8pp |
| Employer contribution / active EE | $5,791 | $1,565+270.0% | $2,422+139.1% | $2,757+110.1% |
| Participant deferral / active EE | $2,385 | $4,037-40.9% | $4,417-46.0% | $4,299-44.5% |
| Admin fee / account holder | $958 | $6,958-86.2% | $8,287-88.4% | $6,924-86.2% |