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 | $41,343 | $254,759-83.8% | $216,567-80.9% | $198,609-79.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.20% | 10.04%+3.2pp | 12.94%+0.3pp | 202.70%-189.5pp |
| Employer contribution / active EE | $4,017 | $6,096-34.1% | $5,216-23.0% | $5,055-20.5% |
| Participant deferral / active EE | $8,153 | $6,948+17.3% | $6,191+31.7% | $6,977+16.9% |
| Admin fee / account holder | $13,020 | $26,311-50.5% | $21,981-40.8% | $19,030-31.6% |