Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,974 | $138,386-83.4% | $184,260-87.5% | $80,935-71.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.7%+12.3pp |
| Annual return | 48.45% | 20.02%+28.4pp | 28.84%+19.6pp | 35.66%+12.8pp |
| Employer contribution / active EE | $3,485 | $4,851-28.2% | $6,427-45.8% | $2,757+26.4% |
| Participant deferral / active EE | $6,067 | $7,076-14.3% | $9,133-33.6% | $4,299+41.1% |
| Admin fee / account holder | $471 | $10,489-95.5% | $13,898-96.6% | $6,924-93.2% |