Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,024 | $148,623-91.2% | $135,974-90.4% | $139,466-90.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.83% | 79.30%-54.5pp | 68.30%-43.5pp | 373.66%-348.8pp |
| Employer contribution / active EE | $2,834 | $5,246-46.0% | $4,859-41.7% | $4,754-40.4% |
| Participant deferral / active EE | $6,540 | $8,103-19.3% | $7,760-15.7% | $6,712-2.6% |
| Admin fee / account holder | $893 | $12,406-92.8% | $10,767-91.7% | $11,409-92.2% |