Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $10,700 | $154,228-93.1% | $145,433-92.6% | $137,256-92.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.26% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,543 | $4,804-67.9% | $4,554-66.1% | $4,156-62.9% |
| Participant deferral / active EE | $3,710 | $8,216-54.8% | $7,897-53.0% | $6,407-42.1% |
| Admin fee / account holder | $1,213 | $14,344-91.5% | $13,129-90.8% | $12,270-90.1% |