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 | $18,871 | $181,896-89.6% | $156,551-87.9% | $273,972-93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.16% | 30.74%-24.6pp | 32.23%-26.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,434 | $6,248-77.1% | $5,501-73.9% | $4,869-70.6% |
| Participant deferral / active EE | $2,849 | $5,550-48.7% | $4,871-41.5% | $5,287-46.1% |
| Admin fee / account holder | $4,077 | $15,560-73.8% | $13,028-68.7% | $10,133-59.8% |