Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,110 | $80,985-72.7% | $96,576-77.1% | $75,181-70.6% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 19.65% | 27.05%-7.4pp | 25.87%-6.2pp | 160.69%-141.0pp |
| Employer contribution / active EE | $2,020 | $2,282-11.5% | $2,965-31.9% | $2,671-24.4% |
| Participant deferral / active EE | $3,731 | $3,929-5.0% | $4,851-23.1% | $4,126-9.6% |
| Admin fee / account holder | $1,608 | $6,719-76.1% | $8,253-80.5% | $5,650-71.5% |