Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,069 | $88,672-86.4% | $105,223-88.5% | $82,448-85.4% |
| Participation rate | 77.8% | 67.9%+9.9pp | 75.0%+2.7pp | 68.1%+9.7pp |
| Annual return | 21.54% | 30.86%-9.3pp | 180.65%-159.1pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,966 | $3,048-35.5% | $3,689-46.7% | $2,551-22.9% |
| Participant deferral / active EE | $2,122 | $4,036-47.4% | $5,072-58.2% | $4,139-48.7% |
| Admin fee / account holder | $1,803 | $7,146-74.8% | $8,859-79.7% | $7,234-75.1% |