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 | $25,571 | $95,404-73.2% | $113,397-77.4% | $82,637-69.1% |
| Participation rate | 93.2% | 72.8%+20.4pp | 76.5%+16.7pp | 68.1%+25.1pp |
| Annual return | 31.71% | 19.08%+12.6pp | 23.20%+8.5pp | 53.51%-21.8pp |
| Employer contribution / active EE | $4,577 | $2,307+98.4% | $2,977+53.7% | $2,552+79.4% |
| Participant deferral / active EE | $9,915 | $4,220+135.0% | $5,076+95.3% | $4,126+140.3% |
| Admin fee / account holder | $1,047 | $9,168-88.6% | $11,957-91.2% | $7,339-85.7% |