Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,522 | $97,550-82.0% | $120,344-85.4% | $87,485-80.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 60.39% | 18.41%+42.0pp | 20.30%+40.1pp | 26.06%+34.3pp |
| Employer contribution / active EE | $2,173 | $2,291-5.1% | $3,020-28.0% | $2,596-16.3% |
| Participant deferral / active EE | $3,821 | $4,230-9.7% | $5,135-25.6% | $4,274-10.6% |
| Admin fee / account holder | $1,224 | $9,543-87.2% | $12,742-90.4% | $7,775-84.3% |