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 | $16,874 | $93,346-81.9% | $71,796-76.5% | $273,972-93.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 11.43% | 130.39%-119.0pp | 78.04%-66.6pp | 41.46%-30.0pp |
| Employer contribution / active EE | $9,262 | $2,733+238.9% | $1,924+381.3% | $4,869+90.2% |
| Participant deferral / active EE | $3,500 | $3,475+0.7% | $2,794+25.2% | $5,287-33.8% |
| Admin fee / account holder | $362 | $6,571-94.5% | $4,815-92.5% | $10,133-96.4% |