Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,962 | $106,864-87.9% | $147,318-91.2% | $82,637-84.3% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.1%+10.8pp | 68.1%+24.8pp |
| Annual return | 24.34% | 27.49%-3.2pp | 70.43%-46.1pp | 53.51%-29.2pp |
| Employer contribution / active EE | $2,292 | $3,417-32.9% | $4,593-50.1% | $2,552-10.2% |
| Participant deferral / active EE | $5,058 | $6,496-22.1% | $7,906-36.0% | $4,126+22.6% |
| Admin fee / account holder | $733 | $8,415-91.3% | $13,708-94.7% | $7,339-90.0% |