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 | $10,412 | $178,174-94.2% | $156,181-93.3% | $137,256-92.4% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 28.63% | 84.19%-55.6pp | 64.87%-36.2pp | 220.34%-191.7pp |
| Employer contribution / active EE | $2,455 | $4,972-50.6% | $4,294-42.8% | $4,156-40.9% |
| Participant deferral / active EE | $3,855 | $6,888-44.0% | $6,132-37.1% | $6,407-39.8% |
| Admin fee / account holder | $319 | $17,404-98.2% | $14,586-97.8% | $12,270-97.4% |