Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,486 | $93,598-85.6% | $135,974-90.1% | $75,173-82.1% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 56.81% | 30.89%+25.9pp | 68.30%-11.5pp | 160.72%-103.9pp |
| Employer contribution / active EE | $2,586 | $3,538-26.9% | $4,859-46.8% | $2,671-3.2% |
| Participant deferral / active EE | $5,236 | $6,405-18.3% | $7,760-32.5% | $4,126+26.9% |
| Admin fee / account holder | $1,061 | $6,978-84.8% | $10,767-90.1% | $5,651-81.2% |