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 | $21,523 | $209,336-89.7% | $197,124-89.1% | $137,256-84.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.78% | 48.09%-27.3pp | 44.34%-23.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,557 | $6,591-76.4% | $6,227-75.0% | $4,156-62.5% |
| Participant deferral / active EE | $4,131 | $9,614-57.0% | $9,135-54.8% | $6,407-35.5% |
| Admin fee / account holder | $1,774 | $17,308-89.8% | $16,298-89.1% | $12,270-85.5% |