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 | $30,132 | $101,795-70.4% | $165,100-81.7% | $80,959-62.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 32.14% | 16.73%+15.4pp | 70.21%-38.1pp | 35.67%-3.5pp |
| Employer contribution / active EE | $2,682 | $2,954-9.2% | $4,348-38.3% | $2,757-2.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,387 | $8,221-83.1% | $12,696-89.1% | $6,925-80.0% |