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 | $15,888 | $126,661-87.5% | $113,397-86.0% | $138,895-88.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 12.69% | 25.05%-12.4pp | 23.20%-10.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,758 | $3,456-49.1% | $2,977-41.0% | $4,194-58.1% |
| Participant deferral / active EE | $9,087 | $5,693+59.6% | $5,076+79.0% | $6,396+42.1% |
| Admin fee / account holder | $47,902 | $14,549+229.2% | $11,957+300.6% | $12,562+281.3% |