Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,207 | $138,312-83.9% | $122,979-81.9% | $155,188-85.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 17.47% | 22.06%-4.6pp | 20.12%-2.6pp | 148.84%-131.4pp |
| Employer contribution / active EE | $2,038 | $3,530-42.3% | $3,062-33.5% | $4,248-52.0% |
| Participant deferral / active EE | $4,389 | $5,592-21.5% | $5,003-12.3% | $6,531-32.8% |
| Admin fee / account holder | $1,914 | $15,089-87.3% | $12,864-85.1% | $14,480-86.8% |