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 | $19,076 | $184,014-89.6% | $161,149-88.2% | $138,895-86.3% |
| Participation rate | 78.3% | 82.1%-3.8pp | 78.8%-0.6pp | 79.9%-1.7pp |
| Annual return | 16.69% | 21.52%-4.8pp | 21.16%-4.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,814 | $5,055-64.1% | $4,360-58.4% | $4,194-56.7% |
| Participant deferral / active EE | $3,526 | $6,909-49.0% | $6,153-42.7% | $6,396-44.9% |
| Admin fee / account holder | $6,132 | $18,027-66.0% | $15,194-59.6% | $12,562-51.2% |