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 | $22,194 | $96,731-77.1% | $123,973-82.1% | $86,983-74.5% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 31.78% | 17.33%+14.5pp | 388.13%-356.3pp | 25.83%+6.0pp |
| Employer contribution / active EE | $6,018 | $3,297+82.5% | $4,126+45.9% | $2,584+132.9% |
| Participant deferral / active EE | $2,242 | $4,152-46.0% | $5,247-57.3% | $4,194-46.6% |
| Admin fee / account holder | $3,011 | $8,722-65.5% | $11,799-74.5% | $7,856-61.7% |