Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,732 | $162,136-90.3% | $152,301-89.7% | $154,746-89.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.95% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,501 | $4,890-69.3% | $4,624-67.5% | $4,379-65.7% |
| Participant deferral / active EE | $2,773 | $8,341-66.8% | $8,004-65.4% | $6,730-58.8% |
| Admin fee / account holder | $7,123 | $15,759-54.8% | $14,398-50.5% | $14,365-50.4% |