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 | $107,421-78.4% | $182,262-87.2% | $94,015-75.3% |
| Participation rate | 95.5% | 77.8%+17.7pp | 84.2%+11.2pp | 70.8%+24.6pp |
| Annual return | 17.18% | 21.32%-4.1pp | 140.60%-123.4pp | 17.84%-0.7pp |
| Employer contribution / active EE | $3,529 | $3,448+2.4% | $5,046-30.1% | $2,790+26.5% |
| Participant deferral / active EE | $7,017 | $6,558+7.0% | $8,276-15.2% | $4,249+65.1% |
| Admin fee / account holder | $6,199 | $8,692-28.7% | $16,712-62.9% | $8,951-30.7% |