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 | $18,875 | $93,346-79.8% | $71,796-73.7% | $273,972-93.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.33% | 130.39%-126.1pp | 78.04%-73.7pp | 41.46%-37.1pp |
| Employer contribution / active EE | $2,656 | $2,733-2.8% | $1,924+38.0% | $4,869-45.4% |
| Participant deferral / active EE | $9,003 | $3,475+159.1% | $2,794+222.2% | $5,287+70.3% |
| Admin fee / account holder | $87,397 | $6,571+1230.1% | $4,815+1715.1% | $10,133+762.5% |