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 | $21,278 | $107,421-80.2% | $182,262-88.3% | $94,015-77.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 17.49% | 21.32%-3.8pp | 140.60%-123.1pp | 17.84%-0.4pp |
| Employer contribution / active EE | $2,474 | $3,448-28.2% | $5,046-51.0% | $2,790-11.3% |
| Participant deferral / active EE | $5,879 | $6,558-10.3% | $8,276-29.0% | $4,249+38.4% |
| Admin fee / account holder | $3,919 | $8,692-54.9% | $16,712-76.5% | $8,951-56.2% |