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 | $20,459 | $157,829-87.0% | $136,867-85.1% | $198,609-89.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 16.31% | 51.25%-34.9pp | 42.97%-26.7pp | 202.70%-186.4pp |
| Employer contribution / active EE | $3,567 | $3,923-9.1% | $3,547+0.6% | $5,055-29.4% |
| Participant deferral / active EE | $10,658 | $5,463+95.1% | $4,924+116.5% | $6,977+52.8% |
| Admin fee / account holder | $15,585 | $11,107+40.3% | $10,340+50.7% | $19,030-18.1% |