Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,236 | $109,359-81.5% | $162,171-87.5% | $72,983-72.3% |
| Participation rate | 96.6% | 84.3%+12.4pp | 87.6%+9.1pp | 69.5%+27.1pp |
| Annual return | 30.07% | 25.46%+4.6pp | 115.60%-85.5pp | 81.01%-50.9pp |
| Employer contribution / active EE | $2,107 | $3,907-46.1% | $5,613-62.5% | $2,440-13.6% |
| Participant deferral / active EE | $3,703 | $5,481-32.4% | $7,297-49.3% | $3,608+2.7% |
| Admin fee / account holder | $3,004 | $7,972-62.3% | $10,843-72.3% | $5,124-41.4% |