Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,132 | $72,269-77.7% | $101,271-84.1% | $79,852-79.8% |
| Participation rate | 90.6% | 68.5%+22.2pp | 75.8%+14.8pp | 69.6%+21.0pp |
| Annual return | 25.36% | 22.29%+3.1pp | 46.48%-21.1pp | 31.72%-6.4pp |
| Employer contribution / active EE | $2,272 | $2,692-15.6% | $3,660-37.9% | $2,471-8.1% |
| Participant deferral / active EE | $3,602 | $3,282+9.8% | $4,371-17.6% | $3,740-3.7% |
| Admin fee / account holder | $924 | $4,401-79.0% | $5,948-84.5% | $5,306-82.6% |