Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,513 | $217,432-96.5% | $185,851-96.0% | $167,553-95.5% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 23.35% | 148.43%-125.1pp | 122.11%-98.8pp | 478.89%-455.5pp |
| Employer contribution / active EE | $1,527 | $5,874-74.0% | $5,168-70.5% | $4,840-68.4% |
| Participant deferral / active EE | $2,572 | $6,357-59.5% | $5,569-53.8% | $6,343-59.4% |
| Admin fee / account holder | $1,418 | $19,820-92.8% | $16,245-91.3% | $12,316-88.5% |