Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,479 | $86,919-71.8% | $102,457-76.1% | $80,911-69.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.76% | 18.90%-4.1pp | 29.41%-14.6pp | 35.63%-20.9pp |
| Employer contribution / active EE | $3,196 | $2,368+34.9% | $3,022+5.8% | $2,756+16.0% |
| Participant deferral / active EE | $5,768 | $4,119+40.0% | $5,054+14.1% | $4,297+34.2% |
| Admin fee / account holder | $2,585 | $8,049-67.9% | $9,451-72.7% | $6,935-62.7% |