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 | $22,136 | $181,896-87.8% | $156,551-85.9% | $273,972-91.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.39% | 30.74%-19.4pp | 32.23%-20.8pp | 41.46%-30.1pp |
| Employer contribution / active EE | $2,118 | $6,248-66.1% | $5,501-61.5% | $4,869-56.5% |
| Participant deferral / active EE | $2,168 | $5,550-60.9% | $4,871-55.5% | $5,287-59.0% |
| Admin fee / account holder | $12,367 | $15,560-20.5% | $13,028-5.1% | $10,133+22.0% |