Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,460 | $48,300-74.2% | $40,145,923-100.0% | $62,881-80.2% |
| Participation rate | 96.8% | 62.0%+34.7pp | 68.4%+28.4pp | 69.3%+27.5pp |
| Annual return | 6.27% | 6.95%-0.7pp | 5.24%+1.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,256 | $1,333-5.8% | $1,844-31.9% | $2,281-44.9% |
| Participant deferral / active EE | $1,629 | $2,388-31.8% | $2,591-37.1% | $3,203-49.1% |
| Admin fee / account holder | $4,822 | $2,919+65.2% | $2,903+66.1% | $4,296+12.3% |