Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,977 | $106,864-87.9% | $147,318-91.2% | $82,637-84.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 24.48% | 27.49%-3.0pp | 70.43%-46.0pp | 53.51%-29.0pp |
| Employer contribution / active EE | $1,418 | $3,417-58.5% | $4,593-69.1% | $2,552-44.4% |
| Participant deferral / active EE | $3,270 | $6,496-49.7% | $7,906-58.6% | $4,126-20.7% |
| Admin fee / account holder | $371 | $8,415-95.6% | $13,708-97.3% | $7,339-94.9% |