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 | $30,769 | $95,453-67.8% | $112,040-72.5% | $82,448-62.7% |
| Participation rate | 90.9% | 72.8%+18.2pp | 76.5%+14.4pp | 68.1%+22.8pp |
| Annual return | 14.40% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $4,030 | $2,318+73.9% | $2,954+36.4% | $2,551+58.0% |
| Participant deferral / active EE | $2,552 | $4,224-39.6% | $5,098-49.9% | $4,139-38.3% |
| Admin fee / account holder | $4,277 | $9,013-52.5% | $12,098-64.6% | $7,234-40.9% |