Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,761 | $139,948-87.3% | $121,663-85.4% | $154,746-88.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 8.45% | 230.52%-222.1pp | 147.54%-139.1pp | 172.34%-163.9pp |
| Employer contribution / active EE | $1,875 | $3,521-46.7% | $3,020-37.9% | $4,379-57.2% |
| Participant deferral / active EE | $7,800 | $5,629+38.6% | $4,887+59.6% | $6,730+15.9% |
| Admin fee / account holder | $46,494 | $17,321+168.4% | $14,289+225.4% | $14,365+223.7% |