Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,696 | $86,298-77.2% | $111,308-82.3% | $85,847-77.1% |
| Participation rate | 80.8% | 73.3%+7.4pp | 77.3%+3.4pp | 69.3%+11.5pp |
| Annual return | 14.87% | 19.99%-5.1pp | 54.67%-39.8pp | 318.61%-303.7pp |
| Employer contribution / active EE | $1,678 | $2,044-17.9% | $2,732-38.6% | $2,565-34.6% |
| Participant deferral / active EE | $3,693 | $3,641+1.4% | $4,487-17.7% | $3,952-6.5% |
| Admin fee / account holder | $2,311 | $8,189-71.8% | $7,965-71.0% | $6,261-63.1% |