Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $48,877 | $167,546-70.8% | $127,144-61.6% | $248,183-80.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 62.9%+37.1pp | 45.9%+54.1pp |
| Annual return | 12.37% | 8.06%+4.3pp | 9.35%+3.0pp | 10.21%+2.2pp |
| Employer contribution / active EE | $6,597 | $36,021-81.7% | $25,504-74.1% | $42,272-84.4% |
| Participant deferral / active EE | $0 | $1,143-100.0% | $1,066-100.0% | $121-100.0% |
| Admin fee / account holder | $740 | $2,337-68.3% | $2,049-63.9% | $13,518-94.5% |