Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,139 | $126,661-91.2% | $113,397-90.2% | $138,895-92.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 29.02% | 25.05%+4.0pp | 23.20%+5.8pp | 145.39%-116.4pp |
| Employer contribution / active EE | $2,028 | $3,456-41.3% | $2,977-31.9% | $4,194-51.6% |
| Participant deferral / active EE | $2,838 | $5,693-50.1% | $5,076-44.1% | $6,396-55.6% |
| Admin fee / account holder | $546 | $14,549-96.2% | $11,957-95.4% | $12,562-95.7% |