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 | $16,026 | $198,457-91.9% | $170,435-90.6% | $147,586-89.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.32% | 257.30%-239.0pp | 205.94%-187.6pp | 578.59%-560.3pp |
| Employer contribution / active EE | $6,662 | $6,183+7.7% | $5,432+22.6% | $4,876+36.6% |
| Participant deferral / active EE | $3,688 | $5,629-34.5% | $4,939-25.3% | $5,439-32.2% |
| Admin fee / account holder | $891 | $16,852-94.7% | $13,881-93.6% | $10,886-91.8% |