Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $51,176 | $275,752-81.4% | $256,809-80.1% | $198,609-74.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 8.38% | 34.81%-26.4pp | 32.73%-24.3pp | 202.70%-194.3pp |
| Employer contribution / active EE | $10,000 | $7,721+29.5% | $7,263+37.7% | $5,055+97.8% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,333 | $25,716-94.8% | $25,146-94.7% | $19,030-93.0% |