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 | $29,805 | $254,759-88.3% | $216,567-86.2% | $198,609-85.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 9.12% | 10.04%-0.9pp | 12.94%-3.8pp | 202.70%-193.6pp |
| Employer contribution / active EE | $5,797 | $6,096-4.9% | $5,216+11.1% | $5,055+14.7% |
| Participant deferral / active EE | $6,456 | $6,948-7.1% | $6,191+4.3% | $6,977-7.5% |
| Admin fee / account holder | $32,764 | $26,311+24.5% | $21,981+49.1% | $19,030+72.2% |