Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,194 | $196,972-84.2% | $182,262-82.9% | $198,609-84.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.28% | 158.27%-143.0pp | 140.60%-125.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $3,114 | $5,364-41.9% | $5,046-38.3% | $5,055-38.4% |
| Participant deferral / active EE | $5,251 | $8,643-39.2% | $8,276-36.6% | $6,977-24.7% |
| Admin fee / account holder | $1,657 | $18,429-91.0% | $16,712-90.1% | $19,030-91.3% |