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 | $16,186 | $71,208-77.3% | $93,681-82.7% | $80,911-80.0% |
| Participation rate | 92.5% | 60.4%+32.1pp | 68.7%+23.8pp | 67.6%+24.9pp |
| Annual return | 23.83% | 11.27%+12.6pp | 133.47%-109.6pp | 35.63%-11.8pp |
| Employer contribution / active EE | $2,634 | $1,564+68.3% | $2,422+8.7% | $2,756-4.4% |
| Participant deferral / active EE | $3,725 | $4,035-7.7% | $4,415-15.6% | $4,297-13.3% |
| Admin fee / account holder | $2,857 | $6,951-58.9% | $8,290-65.5% | $6,935-58.8% |