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 | $32,007 | $138,385-76.9% | $184,243-82.6% | $80,925-60.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.69% | 20.02%-5.3pp | 28.82%-14.1pp | 35.65%-21.0pp |
| Employer contribution / active EE | $4,028 | $4,851-17.0% | $6,427-37.3% | $2,756+46.1% |
| Participant deferral / active EE | $7,146 | $7,075+1.0% | $9,132-21.8% | $4,299+66.2% |
| Admin fee / account holder | $1,699 | $10,489-83.8% | $13,914-87.8% | $6,940-75.5% |