Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,936 | $104,098-74.1% | $140,514-80.8% | $94,015-71.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 24.40% | 15.14%+9.3pp | 14.36%+10.0pp | 17.84%+6.6pp |
| Employer contribution / active EE | $3,292 | $2,388+37.9% | $3,378-2.6% | $2,790+18.0% |
| Participant deferral / active EE | $5,367 | $4,033+33.1% | $4,919+9.1% | $4,249+26.3% |
| Admin fee / account holder | $2,055 | $10,439-80.3% | $13,697-85.0% | $8,951-77.0% |