Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,612 | $73,981-77.5% | $105,754-84.3% | $62,881-73.6% |
| Participation rate | 94.4% | 71.7%+22.8pp | 78.9%+15.5pp | 69.3%+25.1pp |
| Annual return | 9.57% | 17.60%-8.0pp | 12.25%-2.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,446 | $2,856-14.4% | $4,079-40.0% | $2,281+7.2% |
| Participant deferral / active EE | $4,170 | $4,038+3.3% | $5,326-21.7% | $3,203+30.2% |
| Admin fee / account holder | $387 | $5,976-93.5% | $8,309-95.3% | $4,296-91.0% |