Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,135 | $95,453-72.6% | $112,040-76.7% | $82,448-68.3% |
| Participation rate | 80.2% | 72.8%+7.5pp | 76.5%+3.8pp | 68.1%+12.2pp |
| Annual return | 21.09% | 23.92%-2.8pp | 24.52%-3.4pp | 41.64%-20.6pp |
| Employer contribution / active EE | $2,038 | $2,318-12.1% | $2,954-31.0% | $2,551-20.1% |
| Participant deferral / active EE | $3,810 | $4,224-9.8% | $5,098-25.3% | $4,139-7.9% |
| Admin fee / account holder | $1,592 | $9,013-82.3% | $12,098-86.8% | $7,234-78.0% |