Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,125 | $80,992-76.4% | $96,534-80.2% | $75,173-74.6% |
| Participation rate | 74.2% | 71.8%+2.4pp | 76.0%-1.8pp | 67.2%+7.0pp |
| Annual return | 14.05% | 27.05%-13.0pp | 25.88%-11.8pp | 160.72%-146.7pp |
| Employer contribution / active EE | $1,839 | $2,283-19.4% | $2,965-38.0% | $2,671-31.2% |
| Participant deferral / active EE | $2,418 | $3,929-38.5% | $4,851-50.2% | $4,126-41.4% |
| Admin fee / account holder | $6,305 | $6,717-6.1% | $8,253-23.6% | $5,651+11.6% |