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 | $16,499 | $60,349-72.7% | $74,184-77.8% | $62,881-73.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 12.63% | 21.38%-8.7pp | 17.74%-5.1pp | 20.14%-7.5pp |
| Employer contribution / active EE | $2,075 | $1,680+23.5% | $2,370-12.5% | $2,281-9.0% |
| Participant deferral / active EE | $4,755 | $2,856+66.5% | $3,550+34.0% | $3,203+48.5% |
| Admin fee / account holder | $1,250 | $4,261-70.7% | $5,586-77.6% | $4,296-70.9% |