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 | $19,266 | $135,956-85.8% | $123,894-84.4% | $273,972-93.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.61% | 56.63%-47.0pp | 47.52%-37.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,703 | $5,170-67.1% | $4,617-63.1% | $4,869-65.0% |
| Participant deferral / active EE | $4,628 | $6,343-27.0% | $5,984-22.7% | $5,287-12.5% |
| Admin fee / account holder | $41,183 | $9,817+319.5% | $8,357+392.8% | $10,133+306.4% |