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 | $10,305 | $58,099-82.3% | $76,872-86.6% | $75,173-86.3% |
| Participation rate | 96.8% | 63.9%+32.9pp | 69.6%+27.2pp | 67.2%+29.6pp |
| Annual return | 33.02% | 26.71%+6.3pp | 37.90%-4.9pp | 160.72%-127.7pp |
| Employer contribution / active EE | $3,283 | $1,996+64.5% | $2,533+29.6% | $2,671+22.9% |
| Participant deferral / active EE | $4,742 | $2,999+58.1% | $3,832+23.7% | $4,126+14.9% |
| Admin fee / account holder | $774 | $4,778-83.8% | $5,476-85.9% | $5,651-86.3% |