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 | $22,760 | $58,828-61.3% | $78,002-70.8% | $62,881-63.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.98% | 17.16%-10.2pp | 425.99%-419.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,370 | $1,672-18.0% | $2,470-44.5% | $2,281-39.9% |
| Participant deferral / active EE | $1,260 | $2,686-53.1% | $3,497-64.0% | $3,203-60.6% |
| Admin fee / account holder | $3,927 | $4,393-10.6% | $5,481-28.3% | $4,296-8.6% |