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 | $31,124 | $115,931-73.2% | $185,441-83.2% | $86,983-64.2% |
| Participation rate | 97.1% | 73.6%+23.5pp | 80.3%+16.9pp | 69.5%+27.6pp |
| Annual return | 53.92% | 21.47%+32.4pp | 20.16%+33.8pp | 25.83%+28.1pp |
| Employer contribution / active EE | $4,936 | $2,937+68.1% | $4,672+5.6% | $2,584+91.0% |
| Participant deferral / active EE | $7,150 | $4,551+57.1% | $6,152+16.2% | $4,194+70.5% |
| Admin fee / account holder | $1,039 | $10,687-90.3% | $17,890-94.2% | $7,856-86.8% |