Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,329 | $93,345-72.9% | $119,126-78.7% | $87,485-71.0% |
| Participation rate | 90.9% | 68.7%+22.2pp | 75.8%+15.1pp | 68.9%+22.0pp |
| Annual return | 13.16% | 19.08%-5.9pp | 282.11%-268.9pp | 26.06%-12.9pp |
| Employer contribution / active EE | $2,915 | $3,172-8.1% | $4,034-27.7% | $2,596+12.3% |
| Participant deferral / active EE | $1,910 | $4,099-53.4% | $5,318-64.1% | $4,274-55.3% |
| Admin fee / account holder | $1,563 | $8,039-80.6% | $10,693-85.4% | $7,775-79.9% |