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 | $17,240 | $86,949-80.2% | $102,460-83.2% | $80,959-78.7% |
| Participation rate | 98.4% | 72.4%+26.1pp | 76.5%+21.9pp | 67.7%+30.8pp |
| Annual return | 28.19% | 18.89%+9.3pp | 29.47%-1.3pp | 35.67%-7.5pp |
| Employer contribution / active EE | $725 | $2,370-69.4% | $3,025-76.0% | $2,757-73.7% |
| Participant deferral / active EE | $2,252 | $4,121-45.4% | $5,056-55.5% | $4,300-47.6% |
| Admin fee / account holder | $3,662 | $8,048-54.5% | $9,460-61.3% | $6,925-47.1% |