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 | $9,182 | $78,690-88.3% | $161,489-94.3% | $87,485-89.5% |
| Participation rate | 88.5% | 67.5%+21.0pp | 78.7%+9.8pp | 68.9%+19.5pp |
| Annual return | 26.20% | 32.74%-6.5pp | 89.72%-63.5pp | 26.06%+0.1pp |
| Employer contribution / active EE | $2,301 | $2,588-11.1% | $4,268-46.1% | $2,596-11.4% |
| Participant deferral / active EE | $4,687 | $3,311+41.6% | $5,630-16.8% | $4,274+9.7% |
| Admin fee / account holder | $516 | $6,724-92.3% | $16,006-96.8% | $7,775-93.4% |