Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,043 | $78,423-79.5% | $95,964-83.3% | $79,856-79.9% |
| Participation rate | 73.8% | 73.5%+0.3pp | 77.1%-3.3pp | 69.6%+4.2pp |
| Annual return | 22.19% | 19.37%+2.8pp | 91.64%-69.5pp | 31.71%-9.5pp |
| Employer contribution / active EE | $1,355 | $1,945-30.4% | $2,541-46.7% | $2,471-45.2% |
| Participant deferral / active EE | $1,844 | $3,440-46.4% | $4,167-55.7% | $3,741-50.7% |
| Admin fee / account holder | $797 | $5,622-85.8% | $6,797-88.3% | $5,306-85.0% |