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 | $17,886 | $202,345-91.2% | $172,755-89.6% | $152,885-88.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.13% | 1029.77%-1016.6pp | 802.94%-789.8pp | 345.39%-332.3pp |
| Employer contribution / active EE | $2,919 | $5,858-50.2% | $5,144-43.3% | $4,763-38.7% |
| Participant deferral / active EE | $3,656 | $5,948-38.5% | $5,198-29.7% | $5,851-37.5% |
| Admin fee / account holder | $583 | $17,111-96.6% | $13,955-95.8% | $11,598-95.0% |