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 | $20,526 | $165,351-87.6% | $149,710-86.3% | $158,931-87.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.54% | 348.19%-327.7pp | 276.63%-256.1pp | 302.86%-282.3pp |
| Employer contribution / active EE | $5,411 | $5,103+6.0% | $4,645+16.5% | $4,761+13.6% |
| Participant deferral / active EE | $15,613 | $7,181+117.4% | $6,842+128.2% | $5,982+161.0% |
| Admin fee / account holder | $443 | $10,807-95.9% | $9,309-95.2% | $11,247-96.1% |