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 | $9,882 | $139,948-92.9% | $121,663-91.9% | $154,746-93.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.09% | 230.52%-214.4pp | 147.54%-131.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,101 | $3,521-40.3% | $3,020-30.4% | $4,379-52.0% |
| Participant deferral / active EE | $2,623 | $5,629-53.4% | $4,887-46.3% | $6,730-61.0% |
| Admin fee / account holder | $864 | $17,321-95.0% | $14,289-94.0% | $14,365-94.0% |