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 | $14,585 | $106,524-86.3% | $152,301-90.4% | $87,485-83.3% |
| Participation rate | 93.4% | 75.8%+17.7pp | 82.4%+11.0pp | 68.9%+24.5pp |
| Annual return | 30.82% | 26.89%+3.9pp | 80.50%-49.7pp | 26.06%+4.8pp |
| Employer contribution / active EE | $3,310 | $3,371-1.8% | $4,624-28.4% | $2,596+27.5% |
| Participant deferral / active EE | $6,629 | $6,525+1.6% | $8,004-17.2% | $4,274+55.1% |
| Admin fee / account holder | $710 | $8,287-91.4% | $14,398-95.1% | $7,775-90.9% |