Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,883 | $106,524-85.1% | $152,301-89.6% | $87,485-81.8% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.4%+14.0pp | 68.9%+27.5pp |
| Annual return | 24.82% | 26.89%-2.1pp | 80.50%-55.7pp | 26.06%-1.2pp |
| Employer contribution / active EE | $1,418 | $3,371-57.9% | $4,624-69.3% | $2,596-45.4% |
| Participant deferral / active EE | $3,879 | $6,525-40.6% | $8,004-51.5% | $4,274-9.2% |
| Admin fee / account holder | $2,241 | $8,287-73.0% | $14,398-84.4% | $7,775-71.2% |