Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,184 | $76,551-77.6% | $123,894-86.1% | $62,881-72.7% |
| Participation rate | 81.4% | 73.0%+8.4pp | 81.4%-0.1pp | 69.3%+12.1pp |
| Annual return | 7.78% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,879 | $2,882-34.8% | $4,617-59.3% | $2,281-17.6% |
| Participant deferral / active EE | $3,280 | $4,840-32.2% | $5,984-45.2% | $3,203+2.4% |
| Admin fee / account holder | $2,325 | $4,826-51.8% | $8,357-72.2% | $4,296-45.9% |