Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,846 | $124,425-87.3% | $112,040-85.9% | $137,256-88.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.95% | 24.72%-6.8pp | 24.52%-6.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,484 | $3,411-27.2% | $2,954-15.9% | $4,156-40.2% |
| Participant deferral / active EE | $4,128 | $5,718-27.8% | $5,098-19.0% | $6,407-35.6% |
| Admin fee / account holder | $319 | $15,207-97.9% | $12,098-97.4% | $12,270-97.4% |