Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $41,597 | $145,431-71.4% | $211,142-80.3% | $87,485-52.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 17.13% | 27.21%-10.1pp | 46.84%-29.7pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,574 | $4,662-66.2% | $6,442-75.6% | $2,596-39.4% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,024 | $17,052-94.0% | $19,076-94.6% | $7,775-86.8% |