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 | $20,555 | $215,361-90.5% | $171,082-88.0% | $273,972-92.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.56% | 25.14%-16.6pp | 32.56%-24.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $4,609 | $4,967-7.2% | $4,002+15.2% | $4,869-5.3% |
| Participant deferral / active EE | $1,419 | $5,543-74.4% | $4,797-70.4% | $5,287-73.2% |
| Admin fee / account holder | $317 | $10,846-97.1% | $8,520-96.3% | $10,133-96.9% |