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 | $11,831 | $72,269-83.6% | $101,271-88.3% | $79,852-85.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 24.28% | 22.29%+2.0pp | 46.48%-22.2pp | 31.72%-7.4pp |
| Employer contribution / active EE | $1,759 | $2,692-34.7% | $3,660-52.0% | $2,471-28.8% |
| Participant deferral / active EE | $2,866 | $3,282-12.7% | $4,371-34.4% | $3,740-23.4% |
| Admin fee / account holder | $2,929 | $4,401-33.4% | $5,948-50.7% | $5,306-44.8% |