Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,349 | $106,749-80.9% | $145,433-86.0% | $82,448-75.3% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 14.87% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,407 | $3,444-59.1% | $4,554-69.1% | $2,551-44.8% |
| Participant deferral / active EE | $3,094 | $6,519-52.5% | $7,897-60.8% | $4,139-25.2% |
| Admin fee / account holder | $1,894 | $8,390-77.4% | $13,129-85.6% | $7,234-73.8% |