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 | $22,148 | $162,821-86.4% | $133,978-83.5% | $158,982-86.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.30% | 41.95%-31.6pp | 45.10%-34.8pp | 302.99%-292.7pp |
| Employer contribution / active EE | $1,387 | $4,976-72.1% | $3,919-64.6% | $4,763-70.9% |
| Participant deferral / active EE | $2,234 | $5,910-62.2% | $5,047-55.7% | $5,983-62.7% |
| Admin fee / account holder | $317 | $11,742-97.3% | $8,930-96.4% | $11,252-97.2% |