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 | $24,407 | $98,776-75.3% | $149,745-83.7% | $79,856-69.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.72% | 27.38%-5.7pp | 276.72%-255.0pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,863 | $3,217-42.1% | $4,646-59.9% | $2,471-24.6% |
| Participant deferral / active EE | $3,476 | $5,681-38.8% | $6,843-49.2% | $3,741-7.1% |
| Admin fee / account holder | $1,122 | $6,053-81.5% | $9,312-88.0% | $5,306-78.9% |