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 | $18,860 | $181,896-89.6% | $156,551-88.0% | $273,972-93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.40% | 30.74%-27.3pp | 32.23%-28.8pp | 41.46%-38.1pp |
| Employer contribution / active EE | $2,488 | $6,248-60.2% | $5,501-54.8% | $4,869-48.9% |
| Participant deferral / active EE | $2,692 | $5,550-51.5% | $4,871-44.7% | $5,287-49.1% |
| Admin fee / account holder | $2,406 | $15,560-84.5% | $13,028-81.5% | $10,133-76.3% |