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 | $33,268 | $36,488-8.8% | $110,792-70.0% | $105,125-68.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 58.3%+41.7pp | 14.6%+85.4pp |
| Annual return | 10.02% | 1.95%+8.1pp | -0.33%+10.3pp | 10.56%-0.5pp |
| Employer contribution / active EE | $2,470 | $13,608-81.8% | $25,782-90.4% | $13,643-81.9% |
| Participant deferral / active EE | $0 | $838-100.0% | $928-100.0% | $62-100.0% |
| Admin fee / account holder | $1,070 | $1,270-15.7% | $1,824-41.3% | $3,354-68.1% |