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 | $10,170 | $185,856-94.5% | $170,028-94.0% | $139,456-92.7% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 24.86% | 60.52%-35.7pp | 53.39%-28.5pp | 373.45%-348.6pp |
| Employer contribution / active EE | $1,654 | $7,593-78.2% | $6,788-75.6% | $4,753-65.2% |
| Participant deferral / active EE | $4,009 | $11,623-65.5% | $10,409-61.5% | $6,711-40.3% |
| Admin fee / account holder | $1,051 | $15,387-93.2% | $12,820-91.8% | $11,407-90.8% |