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 | $40,822 | $146,267-72.1% | $197,124-79.3% | $82,448-50.5% |
| Participation rate | 95.1% | 84.0%+11.1pp | 86.7%+8.4pp | 68.1%+27.1pp |
| Annual return | 15.46% | 29.61%-14.1pp | 44.34%-28.9pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,746 | $4,723-41.9% | $6,227-55.9% | $2,551+7.7% |
| Participant deferral / active EE | $4,308 | $7,035-38.8% | $9,135-52.8% | $4,139+4.1% |
| Admin fee / account holder | $4,887 | $14,422-66.1% | $16,298-70.0% | $7,234-32.5% |