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 | $21,372 | $104,251-79.5% | $91,004-76.5% | $147,586-85.5% |
| Participation rate | 95.2% | 78.2%+17.0pp | 75.6%+19.6pp | 82.8%+12.4pp |
| Annual return | 11.11% | 27.06%-15.9pp | 4.60%+6.5pp | 578.59%-567.5pp |
| Employer contribution / active EE | $1,667 | $3,116-46.5% | $2,456-32.1% | $4,876-65.8% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $321 | $8,948-96.4% | $5,417-94.1% | $10,886-97.1% |