Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,490 | $80,983-75.9% | $96,544-79.8% | $75,177-74.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.30% | 27.05%-10.8pp | 25.88%-9.6pp | 160.75%-144.4pp |
| Employer contribution / active EE | $3,669 | $2,282+60.7% | $2,966+23.7% | $2,671+37.4% |
| Participant deferral / active EE | $6,884 | $3,929+75.2% | $4,851+41.9% | $4,126+66.8% |
| Admin fee / account holder | $511 | $6,717-92.4% | $8,254-93.8% | $5,651-91.0% |