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 | $8,699 | $90,745-90.4% | $130,270-93.3% | $75,177-88.4% |
| Participation rate | 92.7% | 71.1%+21.7pp | 76.3%+16.5pp | 67.2%+25.5pp |
| Annual return | 25.66% | 34.45%-8.8pp | 38.89%-13.2pp | 160.75%-135.1pp |
| Employer contribution / active EE | $2,176 | $3,314-34.3% | $4,128-47.3% | $2,671-18.5% |
| Participant deferral / active EE | $3,335 | $5,362-37.8% | $6,797-50.9% | $4,126-19.2% |
| Admin fee / account holder | $2,145 | $6,331-66.1% | $6,022-64.4% | $5,651-62.0% |