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 | $25,784 | $72,492-64.4% | $87,104-70.4% | $72,975-64.7% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.9%-5.4pp | 69.5%+1.9pp |
| Annual return | 25.51% | 24.46%+1.1pp | 28.19%-2.7pp | 81.01%-55.5pp |
| Employer contribution / active EE | $1,089 | $1,894-42.5% | $2,521-56.8% | $2,440-55.4% |
| Participant deferral / active EE | $1,591 | $3,270-51.4% | $4,048-60.7% | $3,608-55.9% |
| Admin fee / account holder | $665 | $5,055-86.8% | $7,491-91.1% | $5,124-87.0% |