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 | $14,171 | $103,392-86.3% | $87,104-83.7% | $152,897-90.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 33.01% | 28.10%+4.9pp | 28.19%+4.8pp | 345.43%-312.4pp |
| Employer contribution / active EE | $2,990 | $3,221-7.2% | $2,521+18.6% | $4,764-37.2% |
| Participant deferral / active EE | $8,347 | $4,778+74.7% | $4,048+106.2% | $5,851+42.7% |
| Admin fee / account holder | $467 | $12,194-96.2% | $7,491-93.8% | $11,599-96.0% |