Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,127 | $97,550-82.4% | $120,344-85.8% | $87,485-80.4% |
| Participation rate | 97.6% | 72.8%+24.7pp | 76.7%+20.9pp | 68.9%+28.6pp |
| Annual return | 93.61% | 18.41%+75.2pp | 20.30%+73.3pp | 26.06%+67.5pp |
| Employer contribution / active EE | $2,557 | $2,291+11.6% | $3,020-15.3% | $2,596-1.5% |
| Participant deferral / active EE | $4,616 | $4,230+9.1% | $5,135-10.1% | $4,274+8.0% |
| Admin fee / account holder | $1,084 | $9,543-88.6% | $12,742-91.5% | $7,775-86.1% |