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 | $10,299 | $155,555-93.4% | $146,866-93.0% | $155,188-93.4% |
| Participation rate | 81.8% | 84.0%-2.1pp | 82.5%-0.7pp | 80.8%+1.0pp |
| Annual return | 21.34% | 115.41%-94.1pp | 102.85%-81.5pp | 148.84%-127.5pp |
| Employer contribution / active EE | $2,224 | $4,647-52.1% | $4,425-49.7% | $4,248-47.6% |
| Participant deferral / active EE | $3,281 | $8,044-59.2% | $7,759-57.7% | $6,531-49.8% |
| Admin fee / account holder | $3,018 | $14,755-79.5% | $13,620-77.8% | $14,480-79.2% |