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 | $15,173 | $147,556-89.7% | $129,031-88.2% | $198,609-92.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 17.15% | 37.41%-20.3pp | 34.67%-17.5pp | 202.70%-185.5pp |
| Employer contribution / active EE | $3,290 | $3,645-9.7% | $3,226+2.0% | $5,055-34.9% |
| Participant deferral / active EE | $4,402 | $5,760-23.6% | $5,217-15.6% | $6,977-36.9% |
| Admin fee / account holder | $4,387 | $15,467-71.6% | $13,208-66.8% | $19,030-76.9% |