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 | $20,033 | $106,864-81.3% | $147,318-86.4% | $82,637-75.8% |
| Participation rate | 84.6% | 75.5%+9.1pp | 82.1%+2.6pp | 68.1%+16.6pp |
| Annual return | 15.73% | 27.49%-11.8pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $2,415 | $3,417-29.3% | $4,593-47.4% | $2,552-5.4% |
| Participant deferral / active EE | $4,158 | $6,496-36.0% | $7,906-47.4% | $4,126+0.8% |
| Admin fee / account holder | $2,227 | $8,415-73.5% | $13,708-83.8% | $7,339-69.7% |