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 | $16,602 | $88,672-81.3% | $105,223-84.2% | $82,448-79.9% |
| Participation rate | 86.2% | 67.9%+18.3pp | 75.0%+11.2pp | 68.1%+18.1pp |
| Annual return | 24.35% | 30.86%-6.5pp | 180.65%-156.3pp | 41.64%-17.3pp |
| Employer contribution / active EE | $2,169 | $3,048-28.8% | $3,689-41.2% | $2,551-15.0% |
| Participant deferral / active EE | $3,665 | $4,036-9.2% | $5,072-27.7% | $4,139-11.5% |
| Admin fee / account holder | $488 | $7,146-93.2% | $8,859-94.5% | $7,234-93.3% |