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 | $8,423 | $157,304-94.6% | $141,197-94.0% | $152,909-94.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 23.54% | 64.34%-40.8pp | 71.41%-47.9pp | 345.46%-321.9pp |
| Employer contribution / active EE | $1,641 | $5,263-68.8% | $4,736-65.3% | $4,764-65.5% |
| Participant deferral / active EE | $3,973 | $7,111-44.1% | $6,710-40.8% | $5,851-32.1% |
| Admin fee / account holder | $1,381 | $12,126-88.6% | $10,265-86.5% | $11,601-88.1% |