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 | $27,531 | $185,141-85.1% | $153,416-82.1% | $155,188-82.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 7.15% | 18.72%-11.6pp | 17.84%-10.7pp | 148.84%-141.7pp |
| Employer contribution / active EE | $4,397 | $4,489-2.1% | $3,764+16.8% | $4,248+3.5% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $25,905 | $16,005+61.9% | $13,095+97.8% | $14,480+78.9% |