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 | $3,525 | $114,013-96.9% | $103,693-96.6% | $155,188-97.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 19.42% | 49.31%-29.9pp | 47.61%-28.2pp | 148.84%-129.4pp |
| Employer contribution / active EE | $2,479 | $3,131-20.8% | $2,920-15.1% | $4,248-41.6% |
| Participant deferral / active EE | $5,465 | $4,970+10.0% | $4,579+19.3% | $6,531-16.3% |
| Admin fee / account holder | $893,342 | $8,407+10526.2% | $7,858+11268.4% | $14,480+6069.6% |