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 | $16,172 | $77,460-79.1% | $100,378-83.9% | $80,925-80.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 17.19% | 37.24%-20.0pp | 49.41%-32.2pp | 35.65%-18.5pp |
| Employer contribution / active EE | $2,279 | $2,801-18.6% | $3,942-42.2% | $2,756-17.3% |
| Participant deferral / active EE | $5,144 | $6,818-24.6% | $8,087-36.4% | $4,299+19.7% |
| Admin fee / account holder | $626 | $5,887-89.4% | $7,899-92.1% | $6,940-91.0% |