Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,734 | $209,422-89.1% | $178,503-87.3% | $158,982-85.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.02% | 188.81%-161.8pp | 151.12%-124.1pp | 302.99%-276.0pp |
| Employer contribution / active EE | $6,659 | $5,707+16.7% | $5,011+32.9% | $4,763+39.8% |
| Participant deferral / active EE | $8,191 | $5,955+37.5% | $5,202+57.4% | $5,983+36.9% |
| Admin fee / account holder | $1,444 | $17,079-91.5% | $13,987-89.7% | $11,252-87.2% |