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 | $16,447 | $89,259-81.6% | $107,187-84.7% | $82,637-80.1% |
| Participation rate | 94.7% | 67.9%+26.8pp | 75.0%+19.7pp | 68.1%+26.7pp |
| Annual return | 18.90% | 21.02%-2.1pp | 204.55%-185.6pp | 53.51%-34.6pp |
| Employer contribution / active EE | $3,850 | $3,080+25.0% | $3,782+1.8% | $2,552+50.9% |
| Participant deferral / active EE | $4,247 | $4,037+5.2% | $5,096-16.7% | $4,126+2.9% |
| Admin fee / account holder | $2,495 | $7,381-66.2% | $9,162-72.8% | $7,339-66.0% |