Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,052 | $208,088-94.2% | $186,193-93.5% | $154,746-92.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 18.13% | 89.97%-71.8pp | 78.03%-59.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,380 | $4,340-45.2% | $3,918-39.3% | $4,379-45.6% |
| Participant deferral / active EE | $3,996 | $7,078-43.5% | $6,513-38.7% | $6,730-40.6% |
| Admin fee / account holder | $1,548 | $11,698-86.8% | $11,058-86.0% | $14,365-89.2% |