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 | $13,628 | $71,230-80.9% | $93,727-85.5% | $80,959-83.2% |
| Participation rate | 96.9% | 60.4%+36.5pp | 68.7%+28.2pp | 67.7%+29.2pp |
| Annual return | 18.83% | 11.26%+7.6pp | 133.83%-115.0pp | 35.67%-16.8pp |
| Employer contribution / active EE | $5,791 | $1,565+269.9% | $2,421+139.1% | $2,757+110.0% |
| Participant deferral / active EE | $2,385 | $4,037-40.9% | $4,417-46.0% | $4,300-44.5% |
| Admin fee / account holder | $958 | $6,961-86.2% | $8,292-88.4% | $6,925-86.2% |