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 | $17,058 | $70,418-75.8% | $96,570-82.3% | $85,847-80.1% |
| Participation rate | 70.3% | 61.8%+8.5pp | 69.8%+0.4pp | 69.3%+1.0pp |
| Annual return | 25.01% | 18.59%+6.4pp | 37.79%-12.8pp | 318.61%-293.6pp |
| Employer contribution / active EE | $2,375 | $1,413+68.1% | $2,357+0.8% | $2,565-7.4% |
| Participant deferral / active EE | $2,965 | $2,894+2.5% | $3,849-23.0% | $3,952-25.0% |
| Admin fee / account holder | $1,373 | $4,995-72.5% | $6,182-77.8% | $6,261-78.1% |