Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,587 | $103,392-85.9% | $87,104-83.3% | $152,897-90.5% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 23.36% | 28.10%-4.7pp | 28.19%-4.8pp | 345.43%-322.1pp |
| Employer contribution / active EE | $2,349 | $3,221-27.1% | $2,521-6.9% | $4,764-50.7% |
| Participant deferral / active EE | $5,448 | $4,778+14.0% | $4,048+34.6% | $5,851-6.9% |
| Admin fee / account holder | $337 | $12,194-97.2% | $7,491-95.5% | $11,599-97.1% |