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 | $18,679 | $71,353-73.8% | $92,805-79.9% | $86,983-78.5% |
| Participation rate | 93.0% | 80.9%+12.1pp | 83.5%+9.5pp | 69.5%+23.5pp |
| Annual return | 26.25% | 44.68%-18.4pp | 31.59%-5.3pp | 25.83%+0.4pp |
| Employer contribution / active EE | $1,083 | $2,468-56.1% | $3,424-68.4% | $2,584-58.1% |
| Participant deferral / active EE | $8,145 | $6,966+16.9% | $8,448-3.6% | $4,194+94.2% |
| Admin fee / account holder | $548 | $6,099-91.0% | $10,911-95.0% | $7,856-93.0% |