Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,321 | $162,136-94.9% | $152,301-94.5% | $154,746-94.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.65% | 91.02%-79.4pp | 80.50%-68.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $6,303 | $4,890+28.9% | $4,624+36.3% | $4,379+43.9% |
| Participant deferral / active EE | $13,835 | $8,341+65.9% | $8,004+72.9% | $6,730+105.6% |
| Admin fee / account holder | $8,397 | $15,759-46.7% | $14,398-41.7% | $14,365-41.5% |