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 | $7,491 | $154,228-95.1% | $145,433-94.8% | $137,256-94.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 54.10% | 74.59%-20.5pp | 66.58%-12.5pp | 220.34%-166.2pp |
| Employer contribution / active EE | $3,002 | $4,804-37.5% | $4,554-34.1% | $4,156-27.8% |
| Participant deferral / active EE | $3,413 | $8,216-58.5% | $7,897-56.8% | $6,407-46.7% |
| Admin fee / account holder | $4,522 | $14,344-68.5% | $13,129-65.6% | $12,270-63.1% |