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 | $29,708 | $213,785-86.1% | $185,441-84.0% | $155,188-80.9% |
| Participation rate | 85.7% | 83.2%+2.5pp | 80.3%+5.5pp | 80.8%+4.9pp |
| Annual return | 24.04% | 19.97%+4.1pp | 20.16%+3.9pp | 148.84%-124.8pp |
| Employer contribution / active EE | $4,544 | $5,393-15.7% | $4,672-2.7% | $4,248+7.0% |
| Participant deferral / active EE | $6,911 | $6,864+0.7% | $6,152+12.3% | $6,531+5.8% |
| Admin fee / account holder | $512 | $21,134-97.6% | $17,890-97.1% | $14,480-96.5% |