Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,261 | $123,793-69.1% | $177,840-78.5% | $79,852-52.1% |
| Participation rate | 85.4% | 84.7%+0.7pp | 87.7%-2.4pp | 69.6%+15.7pp |
| Annual return | 26.57% | 22.82%+3.7pp | 48.32%-21.8pp | 31.72%-5.1pp |
| Employer contribution / active EE | $6,962 | $4,095+70.0% | $5,919+17.6% | $2,471+181.7% |
| Participant deferral / active EE | $8,619 | $5,956+44.7% | $7,714+11.7% | $3,740+130.4% |
| Admin fee / account holder | $8,079 | $7,243+11.5% | $12,431-35.0% | $5,306+52.2% |