Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,780 | $162,812-87.2% | $133,971-84.5% | $158,966-86.9% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 24.75% | 41.94%-17.2pp | 45.09%-20.3pp | 302.95%-278.2pp |
| Employer contribution / active EE | $2,061 | $4,976-58.6% | $3,919-47.4% | $4,762-56.7% |
| Participant deferral / active EE | $4,435 | $5,910-25.0% | $5,047-12.1% | $5,983-25.9% |
| Admin fee / account holder | $4,665 | $11,741-60.3% | $8,929-47.8% | $11,250-58.5% |