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 | $11,331 | $160,028-92.9% | $147,080-92.3% | $145,884-92.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.08% | 98.60%-85.5pp | 420.17%-407.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,858 | $5,286-45.9% | $4,933-42.1% | $4,662-38.7% |
| Participant deferral / active EE | $2,858 | $8,422-66.1% | $8,066-64.6% | $6,690-57.3% |
| Admin fee / account holder | $1,138 | $15,030-92.4% | $12,989-91.2% | $13,392-91.5% |