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 | $11,890 | $73,787-83.9% | $98,716-88.0% | $82,448-85.6% |
| Participation rate | 85.7% | 61.4%+24.3pp | 69.3%+16.4pp | 68.1%+17.6pp |
| Annual return | 22.12% | 18.57%+3.6pp | 31.81%-9.7pp | 41.64%-19.5pp |
| Employer contribution / active EE | $1,811 | $1,511+19.8% | $2,279-20.5% | $2,551-29.0% |
| Participant deferral / active EE | $2,007 | $3,081-34.9% | $4,048-50.4% | $4,139-51.5% |
| Admin fee / account holder | $1,804 | $6,500-72.2% | $8,703-79.3% | $7,234-75.1% |