Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,437 | $123,478-76.2% | $216,567-86.4% | $94,015-68.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 17.05% | 23.61%-6.6pp | 12.94%+4.1pp | 17.84%-0.8pp |
| Employer contribution / active EE | $1,371 | $3,136-56.3% | $5,216-73.7% | $2,790-50.9% |
| Participant deferral / active EE | $3,951 | $4,556-13.3% | $6,191-36.2% | $4,249-7.0% |
| Admin fee / account holder | $807 | $12,753-93.7% | $21,981-96.3% | $8,951-91.0% |