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 | $20,730 | $76,834-73.0% | $108,359-80.9% | $87,485-76.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 24.97% | 19.09%+5.9pp | 36.89%-11.9pp | 26.06%-1.1pp |
| Employer contribution / active EE | $3,849 | $1,556+147.3% | $2,399+60.4% | $2,596+48.3% |
| Participant deferral / active EE | $2,749 | $3,100-11.3% | $4,137-33.5% | $4,274-35.7% |
| Admin fee / account holder | $5,138 | $6,537-21.4% | $9,741-47.3% | $7,775-33.9% |