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 | $18,522 | $89,532-79.3% | $103,431-82.1% | $80,911-77.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 45.59% | 22.80%+22.8pp | 23.92%+21.7pp | 35.63%+10.0pp |
| Employer contribution / active EE | $3,821 | $4,023-5.0% | $4,678-18.3% | $2,756+38.7% |
| Participant deferral / active EE | $5,415 | $5,459-0.8% | $6,625-18.3% | $4,297+26.0% |
| Admin fee / account holder | $1,899 | $6,774-72.0% | $9,412-79.8% | $6,935-72.6% |