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 | $11,703 | $154,228-92.4% | $145,433-92.0% | $137,256-91.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.13% | 74.59%-46.5pp | 66.58%-38.5pp | 220.34%-192.2pp |
| Employer contribution / active EE | $4,494 | $4,804-6.4% | $4,554-1.3% | $4,156+8.1% |
| Participant deferral / active EE | $11,660 | $8,216+41.9% | $7,897+47.6% | $6,407+82.0% |
| Admin fee / account holder | $21,114 | $14,344+47.2% | $13,129+60.8% | $12,270+72.1% |