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 | $16,184 | $110,307-85.3% | $96,576-83.2% | $139,456-88.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 25.77% | 26.40%-0.6pp | 25.87%-0.1pp | 373.45%-347.7pp |
| Employer contribution / active EE | $3,642 | $3,619+0.6% | $2,965+22.8% | $4,753-23.4% |
| Participant deferral / active EE | $7,256 | $5,547+30.8% | $4,851+49.6% | $6,711+8.1% |
| Admin fee / account holder | $620 | $11,597-94.6% | $8,253-92.5% | $11,407-94.6% |