Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,643 | $147,556-86.7% | $129,031-84.8% | $198,609-90.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 12.65% | 37.41%-24.8pp | 34.67%-22.0pp | 202.70%-190.0pp |
| Employer contribution / active EE | $1,451 | $3,645-60.2% | $3,226-55.0% | $5,055-71.3% |
| Participant deferral / active EE | $5,056 | $5,760-12.2% | $5,217-3.1% | $6,977-27.5% |
| Admin fee / account holder | $698 | $15,467-95.5% | $13,208-94.7% | $19,030-96.3% |