Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,793 | $177,595-88.9% | $148,496-86.7% | $198,609-90.0% |
| Participation rate | 81.8% | 79.3%+2.6pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 21.35% | 9.97%+11.4pp | 12.33%+9.0pp | 202.70%-181.3pp |
| Employer contribution / active EE | $2,361 | $4,098-42.4% | $3,497-32.5% | $5,055-53.3% |
| Participant deferral / active EE | $4,996 | $5,539-9.8% | $4,808+3.9% | $6,977-28.4% |
| Admin fee / account holder | $1,111 | $27,010-95.9% | $19,547-94.3% | $19,030-94.2% |