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 | $18,732 | $126,661-85.2% | $113,397-83.5% | $138,895-86.5% |
| Participation rate | 70.6% | 79.4%-8.9pp | 76.5%-5.9pp | 79.9%-9.3pp |
| Annual return | 22.95% | 25.05%-2.1pp | 23.20%-0.3pp | 145.39%-122.4pp |
| Employer contribution / active EE | $2,223 | $3,456-35.7% | $2,977-25.3% | $4,194-47.0% |
| Participant deferral / active EE | $4,078 | $5,693-28.4% | $5,076-19.7% | $6,396-36.2% |
| Admin fee / account holder | $676 | $14,549-95.4% | $11,957-94.3% | $12,562-94.6% |