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 | $13,058 | $104,251-87.5% | $91,004-85.7% | $147,586-91.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 32.09% | 27.06%+5.0pp | 4.60%+27.5pp | 578.59%-546.5pp |
| Employer contribution / active EE | $2,226 | $3,116-28.6% | $2,456-9.4% | $4,876-54.4% |
| Participant deferral / active EE | $3,528 | $4,195-15.9% | $3,548-0.6% | $5,439-35.1% |
| Admin fee / account holder | $626 | $8,948-93.0% | $5,417-88.5% | $10,886-94.3% |