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 | $10,108 | $147,556-93.1% | $129,031-92.2% | $198,609-94.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 30.44% | 37.41%-7.0pp | 34.67%-4.2pp | 202.70%-172.3pp |
| Employer contribution / active EE | $1,265 | $3,645-65.3% | $3,226-60.8% | $5,055-75.0% |
| Participant deferral / active EE | $2,590 | $5,760-55.0% | $5,217-50.3% | $6,977-62.9% |
| Admin fee / account holder | $1,386 | $15,467-91.0% | $13,208-89.5% | $19,030-92.7% |