Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,231 | $123,155-91.7% | $108,753-90.6% | $155,188-93.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.51% | 44.73%-28.2pp | 37.47%-21.0pp | 148.84%-132.3pp |
| Employer contribution / active EE | $1,367 | $2,811-51.4% | $2,427-43.7% | $4,248-67.8% |
| Participant deferral / active EE | $4,035 | $4,623-12.7% | $4,115-1.9% | $6,531-38.2% |
| Admin fee / account holder | $659 | $12,126-94.6% | $10,320-93.6% | $14,480-95.5% |