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 | $20,223 | $86,949-76.7% | $102,460-80.3% | $80,959-75.0% |
| Participation rate | 98.3% | 72.4%+25.9pp | 76.5%+21.8pp | 67.7%+30.6pp |
| Annual return | 50.96% | 18.89%+32.1pp | 29.47%+21.5pp | 35.67%+15.3pp |
| Employer contribution / active EE | $2,372 | $2,370+0.1% | $3,025-21.6% | $2,757-14.0% |
| Participant deferral / active EE | $6,044 | $4,121+46.6% | $5,056+19.5% | $4,300+40.5% |
| Admin fee / account holder | $1,599 | $8,048-80.1% | $9,460-83.1% | $6,925-76.9% |