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 | $12,213 | $185,312-93.4% | $161,489-92.4% | $154,746-92.1% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 28.26% | 103.84%-75.6pp | 89.72%-61.5pp | 172.34%-144.1pp |
| Employer contribution / active EE | $1,970 | $4,769-58.7% | $4,268-53.8% | $4,379-55.0% |
| Participant deferral / active EE | $3,441 | $6,350-45.8% | $5,630-38.9% | $6,730-48.9% |
| Admin fee / account holder | $3,005 | $18,654-83.9% | $16,006-81.2% | $14,365-79.1% |