Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,651 | $58,493-76.7% | $84,021-83.8% | $72,975-81.3% |
| Participation rate | 96.8% | 61.2%+35.5pp | 69.0%+27.8pp | 69.5%+27.3pp |
| Annual return | 16.64% | 28.93%-12.3pp | 71.32%-54.7pp | 81.01%-64.4pp |
| Employer contribution / active EE | $1,339 | $1,163+15.1% | $1,984-32.5% | $2,440-45.1% |
| Participant deferral / active EE | $3,234 | $2,394+35.1% | $3,239-0.2% | $3,608-10.4% |
| Admin fee / account holder | $3,213 | $4,569-29.7% | $6,102-47.3% | $5,124-37.3% |