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 | $16,833 | $162,136-89.6% | $152,301-88.9% | $154,746-89.1% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 20.85% | 91.02%-70.2pp | 80.50%-59.7pp | 172.34%-151.5pp |
| Employer contribution / active EE | $2,965 | $4,890-39.4% | $4,624-35.9% | $4,379-32.3% |
| Participant deferral / active EE | $5,022 | $8,341-39.8% | $8,004-37.3% | $6,730-25.4% |
| Admin fee / account holder | $307 | $15,759-98.1% | $14,398-97.9% | $14,365-97.9% |