Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,226 | $142,972-87.3% | $214,702-91.5% | $86,983-79.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 26.76% | 18.49%+8.3pp | 54.55%-27.8pp | 25.83%+0.9pp |
| Employer contribution / active EE | $2,144 | $4,635-53.7% | $6,461-66.8% | $2,584-17.0% |
| Participant deferral / active EE | $3,380 | $6,568-48.5% | $9,147-63.0% | $4,194-19.4% |
| Admin fee / account holder | $1,969 | $17,617-88.8% | $19,830-90.1% | $7,856-74.9% |