Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,033 | $114,712-86.0% | $173,730-90.8% | $87,485-81.7% |
| Participation rate | 88.5% | 73.0%+15.5pp | 79.6%+8.9pp | 68.9%+19.5pp |
| Annual return | 16.54% | 20.18%-3.6pp | 19.96%-3.4pp | 26.06%-9.5pp |
| Employer contribution / active EE | $1,263 | $2,904-56.5% | $4,577-72.4% | $2,596-51.4% |
| Participant deferral / active EE | $2,927 | $4,642-36.9% | $6,326-53.7% | $4,274-31.5% |
| Admin fee / account holder | $810 | $10,210-92.1% | $17,523-95.4% | $7,775-89.6% |