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 | $9,423 | $107,666-91.2% | $102,184-90.8% | $154,746-93.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 28.26% | 29.33%-1.1pp | 31.58%-3.3pp | 172.34%-144.1pp |
| Employer contribution / active EE | $2,191 | $3,846-43.0% | $3,594-39.0% | $4,379-50.0% |
| Participant deferral / active EE | $2,967 | $8,719-66.0% | $8,309-64.3% | $6,730-55.9% |
| Admin fee / account holder | $323 | $12,943-97.5% | $11,609-97.2% | $14,365-97.7% |