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 | $9,844 | $100,970-90.3% | $96,576-89.8% | $137,256-92.8% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 22.35% | 38.16%-15.8pp | 38.47%-16.1pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,540 | $3,809-33.3% | $3,553-28.5% | $4,156-38.9% |
| Participant deferral / active EE | $3,526 | $8,286-57.5% | $7,956-55.7% | $6,407-45.0% |
| Admin fee / account holder | $2,109 | $11,312-81.4% | $11,381-81.5% | $12,270-82.8% |