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 | $7,268 | $124,425-94.2% | $112,040-93.5% | $137,256-94.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.60% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,519 | $3,411-55.5% | $2,954-48.6% | $4,156-63.5% |
| Participant deferral / active EE | $2,631 | $5,718-54.0% | $5,098-48.4% | $6,407-58.9% |
| Admin fee / account holder | $1,890 | $15,207-87.6% | $12,098-84.4% | $12,270-84.6% |