Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,186 | $129,737-89.8% | $119,126-88.9% | $154,746-91.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.54% | 379.08%-362.5pp | 282.11%-265.6pp | 172.34%-155.8pp |
| Employer contribution / active EE | $3,414 | $4,375-22.0% | $4,034-15.4% | $4,379-22.0% |
| Participant deferral / active EE | $5,784 | $5,842-1.0% | $5,318+8.8% | $6,730-14.1% |
| Admin fee / account holder | $2,543 | $11,961-78.7% | $10,693-76.2% | $14,365-82.3% |