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 | $39,785 | $138,386-71.3% | $184,260-78.4% | $80,935-50.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.38% | 20.02%-5.6pp | 28.84%-14.5pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,383 | $4,851-50.9% | $6,427-62.9% | $2,757-13.6% |
| Participant deferral / active EE | $4,890 | $7,076-30.9% | $9,133-46.5% | $4,299+13.7% |
| Admin fee / account holder | $10,361 | $10,489-1.2% | $13,898-25.5% | $6,924+49.6% |