Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $28,926 | $199,109-85.5% | $173,730-83.3% | $154,746-81.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.47% | 20.02%+0.4pp | 19.96%+0.5pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,079 | $5,311-60.9% | $4,577-54.6% | $4,379-52.5% |
| Participant deferral / active EE | $7,270 | $7,113+2.2% | $6,326+14.9% | $6,730+8.0% |
| Admin fee / account holder | $600 | $20,916-97.1% | $17,523-96.6% | $14,365-95.8% |