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 | $11,082 | $154,228-92.8% | $145,433-92.4% | $137,256-91.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.32% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $2,363 | $4,804-50.8% | $4,554-48.1% | $4,156-43.2% |
| Participant deferral / active EE | $3,430 | $8,216-58.3% | $7,897-56.6% | $6,407-46.5% |
| Admin fee / account holder | $1,042 | $14,344-92.7% | $13,129-92.1% | $12,270-91.5% |