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 | $24,318 | $95,453-74.5% | $112,040-78.3% | $82,448-70.5% |
| Participation rate | 91.2% | 72.8%+18.5pp | 76.5%+14.7pp | 68.1%+23.2pp |
| Annual return | 16.76% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,143 | $2,318-7.5% | $2,954-27.5% | $2,551-16.0% |
| Participant deferral / active EE | $2,833 | $4,224-32.9% | $5,098-44.4% | $4,139-31.6% |
| Admin fee / account holder | $1,892 | $9,013-79.0% | $12,098-84.4% | $7,234-73.8% |