Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,203 | $105,210-78.9% | $159,487-86.1% | $85,851-74.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.67% | 45.08%-27.4pp | 263.71%-246.0pp | 318.63%-301.0pp |
| Employer contribution / active EE | $2,846 | $3,319-14.2% | $4,831-41.1% | $2,565+10.9% |
| Participant deferral / active EE | $4,657 | $5,946-21.7% | $7,354-36.7% | $3,952+17.8% |
| Admin fee / account holder | $339 | $6,934-95.1% | $10,804-96.9% | $6,261-94.6% |