Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,477 | $138,393-85.9% | $184,256-89.4% | $80,959-75.9% |
| Participation rate | 85.1% | 83.9%+1.2pp | 86.8%-1.7pp | 67.7%+17.5pp |
| Annual return | 22.29% | 20.01%+2.3pp | 28.85%-6.6pp | 35.67%-13.4pp |
| Employer contribution / active EE | $2,187 | $4,847-54.9% | $6,427-66.0% | $2,757-20.7% |
| Participant deferral / active EE | $4,068 | $7,076-42.5% | $9,133-55.5% | $4,300-5.4% |
| Admin fee / account holder | $1,702 | $10,489-83.8% | $13,899-87.8% | $6,925-75.4% |