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 | $23,217 | $201,259-88.5% | $184,200-87.4% | $145,959-84.1% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.6pp |
| Annual return | 22.96% | 28.98%-6.0pp | 28.80%-5.8pp | 561.95%-539.0pp |
| Employer contribution / active EE | $2,022 | $7,018-71.2% | $6,424-68.5% | $4,661-56.6% |
| Participant deferral / active EE | $3,496 | $9,806-64.3% | $9,132-61.7% | $6,689-47.7% |
| Admin fee / account holder | $2,998 | $16,372-81.7% | $13,907-78.4% | $13,398-77.6% |