Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,313 | $93,598-85.8% | $135,974-90.2% | $75,173-82.3% |
| Participation rate | 84.1% | 75.2%+8.9pp | 81.9%+2.2pp | 67.2%+16.9pp |
| Annual return | 17.81% | 30.89%-13.1pp | 68.30%-50.5pp | 160.72%-142.9pp |
| Employer contribution / active EE | $1,654 | $3,538-53.2% | $4,859-66.0% | $2,671-38.1% |
| Participant deferral / active EE | $2,783 | $6,405-56.6% | $7,760-64.1% | $4,126-32.6% |
| Admin fee / account holder | $447 | $6,978-93.6% | $10,767-95.8% | $5,651-92.1% |