Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $28,911 | $101,752-71.6% | $164,928-82.5% | $80,911-64.3% |
| Participation rate | 90.9% | 71.8%+19.1pp | 78.6%+12.3pp | 67.6%+23.3pp |
| Annual return | 22.10% | 16.73%+5.4pp | 70.08%-48.0pp | 35.63%-13.5pp |
| Employer contribution / active EE | $3,320 | $2,953+12.4% | $4,343-23.6% | $2,756+20.5% |
| Participant deferral / active EE | $5,164 | $4,477+15.3% | $6,034-14.4% | $4,297+20.2% |
| Admin fee / account holder | $6,409 | $8,218-22.0% | $12,684-49.5% | $6,935-7.6% |