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 | $17,910 | $105,623-83.0% | $87,502-79.5% | $273,972-93.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.93% | 12.26%-6.3pp | 12.21%-6.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,599 | $3,141-17.3% | $2,550+1.9% | $4,869-46.6% |
| Participant deferral / active EE | $2,498 | $3,601-30.6% | $3,149-20.7% | $5,287-52.8% |
| Admin fee / account holder | $540 | $4,781-88.7% | $4,221-87.2% | $10,133-94.7% |