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 | $33,816 | $97,550-65.3% | $120,344-71.9% | $87,485-61.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 20.57% | 18.41%+2.2pp | 20.30%+0.3pp | 26.06%-5.5pp |
| Employer contribution / active EE | $1,682 | $2,291-26.6% | $3,020-44.3% | $2,596-35.2% |
| Participant deferral / active EE | $3,571 | $4,230-15.6% | $5,135-30.5% | $4,274-16.4% |
| Admin fee / account holder | $13,410 | $9,543+40.5% | $12,742+5.2% | $7,775+72.5% |