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 | $16,918 | $81,476-79.2% | $102,383-83.5% | $80,925-79.1% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.7%+24.3pp |
| Annual return | 32.68% | 25.59%+7.1pp | 24.94%+7.7pp | 35.65%-3.0pp |
| Employer contribution / active EE | $2,108 | $3,105-32.1% | $3,870-45.5% | $2,756-23.5% |
| Participant deferral / active EE | $4,205 | $3,871+8.6% | $5,060-16.9% | $4,299-2.2% |
| Admin fee / account holder | $1,065 | $6,717-84.1% | $8,391-87.3% | $6,940-84.7% |