Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,818 | $167,415-78.0% | $140,514-73.8% | $198,609-81.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 17.31% | 13.85%+3.5pp | 14.36%+3.0pp | 202.70%-185.4pp |
| Employer contribution / active EE | $3,323 | $4,088-18.7% | $3,378-1.7% | $5,055-34.3% |
| Participant deferral / active EE | $4,074 | $5,579-27.0% | $4,919-17.2% | $6,977-41.6% |
| Admin fee / account holder | $858 | $16,730-94.9% | $13,697-93.7% | $19,030-95.5% |