Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,604 | $77,472-70.8% | $100,392-77.5% | $80,935-72.1% |
| Participation rate | 91.2% | 76.9%+14.3pp | 81.5%+9.7pp | 67.7%+23.6pp |
| Annual return | 12.85% | 37.26%-24.4pp | 49.45%-36.6pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,501 | $2,800-46.4% | $3,941-61.9% | $2,757-45.5% |
| Participant deferral / active EE | $5,688 | $6,818-16.6% | $8,090-29.7% | $4,299+32.3% |
| Admin fee / account holder | $5,265 | $5,885-10.5% | $7,904-33.4% | $6,924-24.0% |