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 | $11,328 | $165,361-93.1% | $149,715-92.4% | $158,950-92.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.36% | 348.24%-323.9pp | 276.66%-252.3pp | 302.91%-278.6pp |
| Employer contribution / active EE | $1,636 | $5,103-68.0% | $4,645-64.8% | $4,762-65.7% |
| Participant deferral / active EE | $4,424 | $7,182-38.4% | $6,842-35.3% | $5,983-26.0% |
| Admin fee / account holder | $600 | $10,808-94.5% | $9,310-93.6% | $11,248-94.7% |