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 | $18,206 | $54,380-66.5% | $68,509-73.4% | $59,633-69.5% |
| Participation rate | 95.7% | 70.2%+25.6pp | 74.7%+21.0pp | 68.7%+27.1pp |
| Annual return | 3.40% | 2.83%+0.6pp | 8.27%-4.9pp | 2041.45%-2038.1pp |
| Employer contribution / active EE | $2,450 | $1,539+59.2% | $2,278+7.5% | $2,203+11.2% |
| Participant deferral / active EE | $2,157 | $2,643-18.4% | $3,382-36.2% | $3,192-32.4% |
| Admin fee / account holder | $1,203 | $3,885-69.0% | $5,275-77.2% | $4,297-72.0% |