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 | $28,683 | $101,950-71.9% | $125,529-77.2% | $86,983-67.0% |
| Participation rate | 88.1% | 70.2%+17.9pp | 74.7%+13.3pp | 69.5%+18.5pp |
| Annual return | 36.44% | 18.29%+18.1pp | 202.56%-166.1pp | 25.83%+10.6pp |
| Employer contribution / active EE | $2,369 | $2,358+0.4% | $3,058-22.5% | $2,584-8.3% |
| Participant deferral / active EE | $4,836 | $3,862+25.2% | $4,813+0.5% | $4,194+15.3% |
| Admin fee / account holder | $1,135 | $12,791-91.1% | $16,298-93.0% | $7,856-85.5% |