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 | $15,611 | $94,031-83.4% | $115,768-86.5% | $82,448-81.1% |
| Participation rate | 71.4% | 70.4%+1.0pp | 74.4%-3.0pp | 68.1%+3.4pp |
| Annual return | 16.33% | 20.61%-4.3pp | 100.46%-84.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,348 | $2,323-42.0% | $2,940-54.2% | $2,551-47.2% |
| Participant deferral / active EE | $2,364 | $3,972-40.5% | $4,917-51.9% | $4,139-42.9% |
| Admin fee / account holder | $577 | $10,249-94.4% | $12,439-95.4% | $7,234-92.0% |