Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,765 | $209,425-86.3% | $178,499-83.9% | $158,966-81.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.63% | 188.80%-174.2pp | 151.10%-136.5pp | 302.95%-288.3pp |
| Employer contribution / active EE | $3,361 | $5,707-41.1% | $5,011-32.9% | $4,762-29.4% |
| Participant deferral / active EE | $5,914 | $5,955-0.7% | $5,202+13.7% | $5,983-1.2% |
| Admin fee / account holder | $3,096 | $17,078-81.9% | $13,986-77.9% | $11,250-72.5% |