Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,637 | $185,905-88.9% | $170,057-87.9% | $139,487-85.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.12% | 60.56%-33.4pp | 53.42%-26.3pp | 373.84%-346.7pp |
| Employer contribution / active EE | $3,486 | $7,597-54.1% | $6,790-48.7% | $4,755-26.7% |
| Participant deferral / active EE | $9,250 | $11,627-20.4% | $10,411-11.1% | $6,713+37.8% |
| Admin fee / account holder | $614 | $15,397-96.0% | $12,826-95.2% | $11,407-94.6% |