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 | $15,057 | $139,948-89.2% | $121,663-87.6% | $154,746-90.3% |
| Participation rate | 93.3% | 78.0%+15.3pp | 74.5%+18.8pp | 80.7%+12.6pp |
| Annual return | 17.43% | 230.52%-213.1pp | 147.54%-130.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,783 | $3,521-21.0% | $3,020-7.8% | $4,379-36.4% |
| Participant deferral / active EE | $3,926 | $5,629-30.2% | $4,887-19.7% | $6,730-41.7% |
| Admin fee / account holder | $1,345 | $17,321-92.2% | $14,289-90.6% | $14,365-90.6% |