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 | $24,244 | $95,453-74.6% | $112,040-78.4% | $82,448-70.6% |
| Participation rate | 70.1% | 72.8%-2.6pp | 76.5%-6.4pp | 68.1%+2.0pp |
| Annual return | 17.50% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,726 | $2,318-25.6% | $2,954-41.6% | $2,551-32.4% |
| Participant deferral / active EE | $2,074 | $4,224-50.9% | $5,098-59.3% | $4,139-49.9% |
| Admin fee / account holder | $3,255 | $9,013-63.9% | $12,098-73.1% | $7,234-55.0% |