Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,322 | $123,793-73.1% | $177,848-81.3% | $79,856-58.3% |
| Participation rate | 81.5% | 84.7%-3.2pp | 87.7%-6.2pp | 69.6%+11.8pp |
| Annual return | 19.76% | 22.82%-3.1pp | 48.33%-28.6pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,298 | $4,095-43.9% | $5,919-61.2% | $2,471-7.0% |
| Participant deferral / active EE | $10,719 | $5,956+80.0% | $7,714+39.0% | $3,741+186.6% |
| Admin fee / account holder | $2,109 | $7,243-70.9% | $12,431-83.0% | $5,306-60.3% |