Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,686 | $154,209-92.4% | $130,062-91.0% | $139,487-91.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 36.52% | 32.52%+4.0pp | -137.37%+173.9pp | 373.84%-337.3pp |
| Employer contribution / active EE | $2,169 | $5,292-59.0% | $4,322-49.8% | $4,755-54.4% |
| Participant deferral / active EE | $6,643 | $6,709-1.0% | $5,821+14.1% | $6,713-1.0% |
| Admin fee / account holder | $640 | $13,988-95.4% | $10,601-94.0% | $11,407-94.4% |