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 | $18,945 | $227,541-91.7% | $189,544-90.0% | $167,497-88.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.07% | 78.42%-60.4pp | 64.18%-46.1pp | 478.62%-460.6pp |
| Employer contribution / active EE | $2,873 | $5,314-45.9% | $4,411-34.9% | $4,838-40.6% |
| Participant deferral / active EE | $8,620 | $7,002+23.1% | $6,174+39.6% | $6,341+35.9% |
| Admin fee / account holder | $611 | $11,879-94.9% | $9,808-93.8% | $12,310-95.0% |