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 | $21,233 | $88,672-76.1% | $105,223-79.8% | $82,448-74.2% |
| Participation rate | 76.9% | 67.9%+9.0pp | 75.0%+1.9pp | 68.1%+8.9pp |
| Annual return | 23.88% | 30.86%-7.0pp | 180.65%-156.8pp | 41.64%-17.8pp |
| Employer contribution / active EE | $2,492 | $3,048-18.2% | $3,689-32.4% | $2,551-2.3% |
| Participant deferral / active EE | $4,132 | $4,036+2.4% | $5,072-18.5% | $4,139-0.2% |
| Admin fee / account holder | $1,383 | $7,146-80.6% | $8,859-84.4% | $7,234-80.9% |