Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,736 | $210,510-88.7% | $153,500-84.5% | $145,877-83.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.42% | 13.45%+5.0pp | 15.70%+2.7pp | 551.28%-532.9pp |
| Employer contribution / active EE | $2,803 | $6,052-53.7% | $5,039-44.4% | $4,663-39.9% |
| Participant deferral / active EE | $5,618 | $7,974-29.5% | $6,756-16.8% | $6,691-16.0% |
| Admin fee / account holder | $22,735 | $19,455+16.9% | $12,736+78.5% | $13,402+69.6% |