Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,535 | $81,504-74.8% | $102,437-80.0% | $80,959-74.6% |
| Participation rate | 75.0% | 66.9%+8.1pp | 74.5%+0.5pp | 67.7%+7.3pp |
| Annual return | 14.05% | 25.60%-11.5pp | 24.95%-10.9pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,418 | $3,104-22.1% | $3,871-37.5% | $2,757-12.3% |
| Participant deferral / active EE | $5,315 | $3,871+37.3% | $5,060+5.0% | $4,300+23.6% |
| Admin fee / account holder | $2,368 | $6,719-64.8% | $8,388-71.8% | $6,925-65.8% |