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 | $22,238 | $181,896-87.8% | $156,551-85.8% | $273,972-91.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.96% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $13,733 | $6,248+119.8% | $5,501+149.6% | $4,869+182.1% |
| Participant deferral / active EE | $4,547 | $5,550-18.1% | $4,871-6.7% | $5,287-14.0% |
| Admin fee / account holder | $2,547 | $15,560-83.6% | $13,028-80.4% | $10,133-74.9% |