Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,254 | $106,524-78.2% | $152,301-84.7% | $87,485-73.4% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.4%+13.0pp | 68.9%+26.5pp |
| Annual return | 17.18% | 26.89%-9.7pp | 80.50%-63.3pp | 26.06%-8.9pp |
| Employer contribution / active EE | $3,529 | $3,371+4.7% | $4,624-23.7% | $2,596+35.9% |
| Participant deferral / active EE | $7,017 | $6,525+7.5% | $8,004-12.3% | $4,274+64.2% |
| Admin fee / account holder | $6,199 | $8,287-25.2% | $14,398-56.9% | $7,775-20.3% |