Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,763 | $185,312-92.0% | $161,489-90.9% | $154,746-90.5% |
| Participation rate | 95.0% | 82.5%+12.5pp | 78.7%+16.3pp | 80.7%+14.3pp |
| Annual return | 13.25% | 103.84%-90.6pp | 89.72%-76.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,250 | $4,769-52.8% | $4,268-47.3% | $4,379-48.6% |
| Participant deferral / active EE | $4,508 | $6,350-29.0% | $5,630-19.9% | $6,730-33.0% |
| Admin fee / account holder | $5,329 | $18,654-71.4% | $16,006-66.7% | $14,365-62.9% |