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 | $10,118 | $197,625-94.9% | $177,840-94.3% | $158,966-93.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 8.69% | 58.76%-50.1pp | 48.32%-39.6pp | 302.95%-294.3pp |
| Employer contribution / active EE | $2,667 | $6,698-60.2% | $5,919-54.9% | $4,762-44.0% |
| Participant deferral / active EE | $6,220 | $8,405-26.0% | $7,714-19.4% | $5,983+4.0% |
| Admin fee / account holder | $11,222 | $15,405-27.2% | $12,431-9.7% | $11,250-0.3% |