Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,966 | $72,273-76.5% | $101,275-83.2% | $79,856-78.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 30.19% | 22.30%+7.9pp | 46.48%-16.3pp | 31.71%-1.5pp |
| Employer contribution / active EE | $3,022 | $2,691+12.3% | $3,660-17.4% | $2,471+22.3% |
| Participant deferral / active EE | $5,176 | $3,282+57.7% | $4,371+18.4% | $3,741+38.4% |
| Admin fee / account holder | $780 | $4,401-82.3% | $5,948-86.9% | $5,306-85.3% |