Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,318 | $197,603-84.2% | $177,827-82.4% | $158,950-80.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 64.33% | 58.76%+5.6pp | 48.32%+16.0pp | 302.91%-238.6pp |
| Employer contribution / active EE | $9,050 | $6,698+35.1% | $5,918+52.9% | $4,762+90.0% |
| Participant deferral / active EE | $17,544 | $8,404+108.7% | $7,713+127.4% | $5,983+193.2% |
| Admin fee / account holder | $388 | $15,402-97.5% | $12,429-96.9% | $11,248-96.5% |