Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,599 | $183,978-91.0% | $162,171-89.8% | $152,885-89.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.24% | 150.78%-129.5pp | 115.60%-94.4pp | 345.39%-324.2pp |
| Employer contribution / active EE | $1,646 | $6,370-74.2% | $5,613-70.7% | $4,763-65.4% |
| Participant deferral / active EE | $4,100 | $8,033-49.0% | $7,297-43.8% | $5,851-29.9% |
| Admin fee / account holder | $1,544 | $13,122-88.2% | $10,843-85.8% | $11,598-86.7% |