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 | $13,056 | $138,312-90.6% | $122,979-89.4% | $155,188-91.6% |
| Participation rate | 85.7% | 80.2%+5.5pp | 77.2%+8.5pp | 80.8%+4.9pp |
| Annual return | 17.93% | 22.06%-4.1pp | 20.12%-2.2pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,668 | $3,530-52.8% | $3,062-45.5% | $4,248-60.7% |
| Participant deferral / active EE | $2,226 | $5,592-60.2% | $5,003-55.5% | $6,531-65.9% |
| Admin fee / account holder | $2,840 | $15,089-81.2% | $12,864-77.9% | $14,480-80.4% |