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 | $62,911 | $43,325+45.2% | $75,924-17.1% | $198,586-68.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 52.9%+47.1pp | 13.5%+86.5pp |
| Annual return | 17.22% | 8.70%+8.5pp | 6.78%+10.4pp | 9.29%+7.9pp |
| Employer contribution / active EE | $2,072 | $9,971-79.2% | $28,542-92.7% | $15,168-86.3% |
| Participant deferral / active EE | $5,673 | $861+558.9% | $763+643.3% | $67+8343.0% |
| Admin fee / account holder | $2,658 | $2,269+17.1% | $1,754+51.6% | $2,037+30.5% |