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 | $17,332 | $162,812-89.4% | $133,971-87.1% | $158,966-89.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.10% | 41.94%-22.8pp | 45.09%-26.0pp | 302.95%-283.8pp |
| Employer contribution / active EE | $4,764 | $4,976-4.3% | $3,919+21.6% | $4,7620% |
| Participant deferral / active EE | $5,625 | $5,910-4.8% | $5,047+11.5% | $5,983-6.0% |
| Admin fee / account holder | $11,094 | $11,741-5.5% | $8,929+24.2% | $11,250-1.4% |