Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,130 | $83,843-66.4% | $123,973-77.3% | $65,306-56.9% |
| Participation rate | 99.1% | 56.0%+43.1pp | 76.7%+22.4pp | 57.7%+41.4pp |
| Annual return | 13.32% | 19.87%-6.6pp | 388.13%-374.8pp | 21.94%-8.6pp |
| Employer contribution / active EE | $1,986 | $2,873-30.9% | $4,126-51.9% | $1,967+1.0% |
| Participant deferral / active EE | $5,240 | $2,997+74.9% | $5,247-0.1% | $2,959+77.1% |
| Admin fee / account holder | $937 | $4,735-80.2% | $11,799-92.1% | $3,480-73.1% |