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 | $22,088 | $136,860-83.9% | $120,344-81.6% | $154,746-85.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 20.02% | 21.38%-1.4pp | 20.30%-0.3pp | 172.34%-152.3pp |
| Employer contribution / active EE | $4,206 | $3,533+19.0% | $3,020+39.3% | $4,379-4.0% |
| Participant deferral / active EE | $11,588 | $5,793+100.0% | $5,135+125.7% | $6,730+72.2% |
| Admin fee / account holder | $5,677 | $15,393-63.1% | $12,742-55.4% | $14,365-60.5% |