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 | $18,229 | $181,896-90.0% | $156,551-88.4% | $273,972-93.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.82% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $3,122 | $6,248-50.0% | $5,501-43.3% | $4,869-35.9% |
| Participant deferral / active EE | $2,625 | $5,550-52.7% | $4,871-46.1% | $5,287-50.3% |
| Admin fee / account holder | $1,138 | $15,560-92.7% | $13,028-91.3% | $10,133-88.8% |