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 | $139,948-85.9% | $121,663-83.7% | $154,746-87.2% |
| Participation rate | 81.8% | 78.0%+3.8pp | 74.5%+7.3pp | 80.7%+1.1pp |
| Annual return | 21.35% | 230.52%-209.2pp | 147.54%-126.2pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,361 | $3,521-33.0% | $3,020-21.8% | $4,379-46.1% |
| Participant deferral / active EE | $4,996 | $5,629-11.2% | $4,887+2.2% | $6,730-25.8% |
| Admin fee / account holder | $1,111 | $17,321-93.6% | $14,289-92.2% | $14,365-92.3% |