Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,880 | $181,062-95.6% | $158,223-95.0% | $155,188-94.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.90% | 57.39%-39.5pp | 52.09%-34.2pp | 148.84%-130.9pp |
| Employer contribution / active EE | $2,039 | $4,565-55.3% | $4,109-50.4% | $4,248-52.0% |
| Participant deferral / active EE | $3,388 | $6,134-44.8% | $5,467-38.0% | $6,531-48.1% |
| Admin fee / account holder | $11,639 | $18,825-38.2% | $16,047-27.5% | $14,480-19.6% |