Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,125 | $95,453-72.6% | $112,040-76.7% | $82,448-68.3% |
| Participation rate | 82.1% | 72.8%+9.4pp | 76.5%+5.7pp | 68.1%+14.1pp |
| Annual return | 64.23% | 23.92%+40.3pp | 24.52%+39.7pp | 41.64%+22.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,357 | $4,224+121.5% | $5,098+83.6% | $4,139+126.1% |
| Admin fee / account holder | $1,407 | $9,013-84.4% | $12,098-88.4% | $7,234-80.6% |