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 | $12,737 | $139,948-90.9% | $121,663-89.5% | $154,746-91.8% |
| Participation rate | 88.2% | 78.0%+10.2pp | 74.5%+13.7pp | 80.7%+7.5pp |
| Annual return | 16.01% | 230.52%-214.5pp | 147.54%-131.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,424 | $3,521-59.6% | $3,020-52.8% | $4,379-67.5% |
| Participant deferral / active EE | $2,494 | $5,629-55.7% | $4,887-49.0% | $6,730-63.0% |
| Admin fee / account holder | $2,364 | $17,321-86.3% | $14,289-83.5% | $14,365-83.5% |