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 | $11,254 | $157,304-92.8% | $141,197-92.0% | $152,909-92.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 18.80% | 64.34%-45.5pp | 71.41%-52.6pp | 345.46%-326.7pp |
| Employer contribution / active EE | $2,746 | $5,263-47.8% | $4,736-42.0% | $4,764-42.4% |
| Participant deferral / active EE | $2,502 | $7,111-64.8% | $6,710-62.7% | $5,851-57.2% |
| Admin fee / account holder | $1,656 | $12,126-86.3% | $10,265-83.9% | $11,601-85.7% |