Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,543 | $227,399-85.7% | $189,758-82.9% | $198,609-83.6% |
| Participation rate | 76.2% | 84.0%-7.8pp | 79.8%-3.6pp | 82.4%-6.2pp |
| Annual return | 13.94% | 61.03%-47.1pp | 52.62%-38.7pp | 202.70%-188.8pp |
| Employer contribution / active EE | $2,576 | $5,526-53.4% | $4,767-46.0% | $5,055-49.0% |
| Participant deferral / active EE | $5,529 | $6,837-19.1% | $5,856-5.6% | $6,977-20.8% |
| Admin fee / account holder | $7,366 | $25,162-70.7% | $20,388-63.9% | $19,030-61.3% |