Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,023 | $161,352-91.3% | $134,172-89.5% | $137,256-89.8% |
| Participation rate | 78.6% | 78.3%+0.3pp | 72.5%+6.1pp | 80.0%-1.4pp |
| Annual return | 22.82% | 28.72%-5.9pp | 25.30%-2.5pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,887 | $4,099-54.0% | $3,420-44.8% | $4,156-54.6% |
| Participant deferral / active EE | $4,082 | $5,552-26.5% | $4,690-13.0% | $6,407-36.3% |
| Admin fee / account holder | $331 | $15,028-97.8% | $12,016-97.2% | $12,270-97.3% |