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 | $15,478 | $87,132-82.2% | $105,624-85.3% | $80,959-80.9% |
| Participation rate | 73.4% | 70.4%+3.0pp | 75.3%-1.8pp | 67.7%+5.8pp |
| Annual return | 15.26% | 17.03%-1.8pp | 116.20%-100.9pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,463 | $2,397-38.9% | $3,168-53.8% | $2,757-46.9% |
| Participant deferral / active EE | $1,870 | $3,985-53.1% | $5,013-62.7% | $4,300-56.5% |
| Admin fee / account holder | $4,718 | $8,449-44.2% | $10,961-57.0% | $6,925-31.9% |