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 | $17,408 | $227,399-92.3% | $189,758-90.8% | $198,609-91.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 22.78% | 61.03%-38.2pp | 52.62%-29.8pp | 202.70%-179.9pp |
| Employer contribution / active EE | $3,248 | $5,526-41.2% | $4,767-31.9% | $5,055-35.7% |
| Participant deferral / active EE | $4,095 | $6,837-40.1% | $5,856-30.1% | $6,977-41.3% |
| Admin fee / account holder | $1,599 | $25,162-93.6% | $20,388-92.2% | $19,030-91.6% |