Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,258 | $87,106-80.2% | $105,607-83.7% | $80,935-78.7% |
| Participation rate | 82.9% | 70.4%+12.4pp | 75.3%+7.6pp | 67.7%+15.2pp |
| Annual return | 14.82% | 17.01%-2.2pp | 116.11%-101.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $2,485 | $2,396+3.7% | $3,167-21.5% | $2,757-9.8% |
| Participant deferral / active EE | $4,552 | $3,986+14.2% | $5,011-9.2% | $4,299+5.9% |
| Admin fee / account holder | $2,164 | $8,447-74.4% | $10,958-80.3% | $6,924-68.8% |