Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,928 | $72,273-75.2% | $101,275-82.3% | $79,856-77.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.08% | 22.30%-11.2pp | 46.48%-35.4pp | 31.71%-20.6pp |
| Employer contribution / active EE | $2,202 | $2,691-18.2% | $3,660-39.8% | $2,471-10.9% |
| Participant deferral / active EE | $2,758 | $3,282-16.0% | $4,371-36.9% | $3,741-26.3% |
| Admin fee / account holder | $1,533 | $4,401-65.2% | $5,948-74.2% | $5,306-71.1% |