Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,450 | $209,405-90.2% | $178,486-88.5% | $158,931-87.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.44% | 188.77%-166.3pp | 151.08%-128.6pp | 302.86%-280.4pp |
| Employer contribution / active EE | $1,601 | $5,707-72.0% | $5,011-68.1% | $4,761-66.4% |
| Participant deferral / active EE | $8,423 | $5,954+41.5% | $5,202+61.9% | $5,982+40.8% |
| Admin fee / account holder | $451 | $17,076-97.4% | $13,985-96.8% | $11,247-96.0% |