Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $33,189 | $80,705-58.9% | $115,768-71.3% | $67,986-51.2% |
| Participation rate | 98.3% | 63.0%+35.4pp | 74.4%+23.9pp | 57.2%+41.1pp |
| Annual return | 25.37% | 18.49%+6.9pp | 100.46%-75.1pp | 31.67%-6.3pp |
| Employer contribution / active EE | $3,961 | $2,046+93.5% | $2,940+34.7% | $2,019+96.2% |
| Participant deferral / active EE | $6,841 | $3,559+92.2% | $4,917+39.1% | $3,358+103.7% |
| Admin fee / account holder | $3,009 | $4,135-27.2% | $12,439-75.8% | $3,203-6.1% |