Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,159 | $177,156-89.2% | $147,027-87.0% | $154,746-87.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 10.09% | 21.94%-11.8pp | 20.23%-10.1pp | 172.34%-162.2pp |
| Employer contribution / active EE | $1,202 | $4,336-72.3% | $3,626-66.8% | $4,379-72.6% |
| Participant deferral / active EE | $3,413 | $5,797-41.1% | $4,933-30.8% | $6,730-49.3% |
| Admin fee / account holder | $878 | $14,904-94.1% | $12,223-92.8% | $14,365-93.9% |