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 | $17,334 | $165,939-89.6% | $122,354-85.8% | $147,586-88.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.04% | 34.56%-20.5pp | 30.28%-16.2pp | 578.59%-564.6pp |
| Employer contribution / active EE | $526 | $5,754-90.9% | $4,051-87.0% | $4,876-89.2% |
| Participant deferral / active EE | $526 | $4,005-86.9% | $3,287-84.0% | $5,439-90.3% |
| Admin fee / account holder | $927 | $7,425-87.5% | $5,479-83.1% | $10,886-91.5% |