Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,710 | $183,516-92.0% | $155,534-90.5% | $145,884-89.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.45% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $4,331 | $5,315-18.5% | $4,675-7.4% | $4,662-7.1% |
| Participant deferral / active EE | $3,757 | $6,467-41.9% | $5,630-33.3% | $6,690-43.8% |
| Admin fee / account holder | $953 | $19,293-95.1% | $15,900-94.0% | $13,392-92.9% |