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 | $18,738 | $76,834-75.6% | $108,359-82.7% | $87,485-78.6% |
| Participation rate | 96.7% | 61.7%+34.9pp | 70.1%+26.5pp | 68.9%+27.7pp |
| Annual return | 22.77% | 19.09%+3.7pp | 36.89%-14.1pp | 26.06%-3.3pp |
| Employer contribution / active EE | $7,175 | $1,556+361.0% | $2,399+199.0% | $2,596+176.4% |
| Participant deferral / active EE | $13,734 | $3,100+343.0% | $4,137+232.0% | $4,274+221.4% |
| Admin fee / account holder | $9,118 | $6,537+39.5% | $9,741-6.4% | $7,775+17.3% |