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 | $17,074 | $95,453-82.1% | $112,040-84.8% | $82,448-79.3% |
| Participation rate | 82.8% | 72.8%+10.0pp | 76.5%+6.3pp | 68.1%+14.7pp |
| Annual return | 16.65% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,985 | $2,318-14.4% | $2,954-32.8% | $2,551-22.2% |
| Participant deferral / active EE | $4,009 | $4,224-5.1% | $5,098-21.4% | $4,139-3.2% |
| Admin fee / account holder | $3,553 | $9,013-60.6% | $12,098-70.6% | $7,234-50.9% |