Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,335 | $91,559-73.4% | $133,959-81.8% | $79,858-69.5% |
| Participation rate | 92.1% | 73.3%+18.8pp | 79.8%+12.3pp | 69.6%+22.5pp |
| Annual return | 19.21% | 61.85%-42.6pp | 45.09%-25.9pp | 31.72%-12.5pp |
| Employer contribution / active EE | $2,194 | $2,384-8.0% | $3,919-44.0% | $2,471-11.2% |
| Participant deferral / active EE | $3,906 | $3,734+4.6% | $5,047-22.6% | $3,740+4.4% |
| Admin fee / account holder | $601 | $6,321-90.5% | $8,928-93.3% | $5,306-88.7% |