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 | $41,278 | $254,759-83.8% | $216,567-80.9% | $198,609-79.2% |
| Participation rate | 86.7% | 84.5%+2.1pp | 81.6%+5.0pp | 82.4%+4.3pp |
| Annual return | 15.50% | 10.04%+5.5pp | 12.94%+2.6pp | 202.70%-187.2pp |
| Employer contribution / active EE | $2,167 | $6,096-64.5% | $5,216-58.5% | $5,055-57.1% |
| Participant deferral / active EE | $3,138 | $6,948-54.8% | $6,191-49.3% | $6,977-55.0% |
| Admin fee / account holder | $731 | $26,311-97.2% | $21,981-96.7% | $19,030-96.2% |