Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,499 | $73,988-73.6% | $96,538-79.8% | $75,177-74.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.10% | 26.73%-7.6pp | 35.74%-16.6pp | 160.75%-141.7pp |
| Employer contribution / active EE | $1,466 | $2,930-50.0% | $3,740-60.8% | $2,671-45.1% |
| Participant deferral / active EE | $3,442 | $3,660-6.0% | $4,880-29.5% | $4,126-16.6% |
| Admin fee / account holder | $1,189 | $5,220-77.2% | $6,737-82.3% | $5,651-79.0% |