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 | $15,522 | $136,860-88.7% | $120,344-87.1% | $154,746-90.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.70% | 21.38%-1.7pp | 20.30%-0.6pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,238 | $3,533-36.7% | $3,020-25.9% | $4,379-48.9% |
| Participant deferral / active EE | $6,215 | $5,793+7.3% | $5,135+21.0% | $6,730-7.7% |
| Admin fee / account holder | $1,180 | $15,393-92.3% | $12,742-90.7% | $14,365-91.8% |