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 | $9,899 | $107,666-90.8% | $102,184-90.3% | $154,746-93.6% |
| Participation rate | 84.6% | 83.7%+0.9pp | 82.6%+2.0pp | 80.7%+3.9pp |
| Annual return | 19.59% | 29.33%-9.7pp | 31.58%-12.0pp | 172.34%-152.7pp |
| Employer contribution / active EE | $3,243 | $3,846-15.7% | $3,594-9.8% | $4,379-25.9% |
| Participant deferral / active EE | $5,148 | $8,719-41.0% | $8,309-38.0% | $6,730-23.5% |
| Admin fee / account holder | $1,749 | $12,943-86.5% | $11,609-84.9% | $14,365-87.8% |