Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,369 | $177,595-83.5% | $148,496-80.2% | $198,609-85.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.90% | 9.97%+8.9pp | 12.33%+6.6pp | 202.70%-183.8pp |
| Employer contribution / active EE | $1,491 | $4,098-63.6% | $3,497-57.4% | $5,055-70.5% |
| Participant deferral / active EE | $6,738 | $5,539+21.6% | $4,808+40.1% | $6,977-3.4% |
| Admin fee / account holder | $627 | $27,010-97.7% | $19,547-96.8% | $19,030-96.7% |