Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,531 | $88,672-80.2% | $105,223-83.3% | $82,448-78.7% |
| Participation rate | 73.1% | 67.9%+5.2pp | 75.0%-1.9pp | 68.1%+5.1pp |
| Annual return | 21.10% | 30.86%-9.8pp | 180.65%-159.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,307 | $3,048-24.3% | $3,689-37.5% | $2,551-9.6% |
| Participant deferral / active EE | $3,185 | $4,036-21.1% | $5,072-37.2% | $4,139-23.1% |
| Admin fee / account holder | $379 | $7,146-94.7% | $8,859-95.7% | $7,234-94.8% |