Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,030 | $148,623-91.9% | $135,974-91.2% | $139,466-91.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.03% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.6pp |
| Employer contribution / active EE | $1,621 | $5,246-69.1% | $4,859-66.6% | $4,754-65.9% |
| Participant deferral / active EE | $6,588 | $8,103-18.7% | $7,760-15.1% | $6,712-1.8% |
| Admin fee / account holder | $13,180 | $12,406+6.2% | $10,767+22.4% | $11,409+15.5% |