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 | $36,576 | $145,431-74.8% | $211,142-82.7% | $87,485-58.2% |
| Participation rate | 98.8% | 84.7%+14.1pp | 87.3%+11.5pp | 68.9%+29.9pp |
| Annual return | 33.05% | 27.21%+5.8pp | 46.84%-13.8pp | 26.06%+7.0pp |
| Employer contribution / active EE | $1,966 | $4,662-57.8% | $6,442-69.5% | $2,596-24.3% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,021 | $17,052-94.0% | $19,076-94.6% | $7,775-86.9% |