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 | $12,873 | $148,582-91.3% | $135,942-90.5% | $139,456-90.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.93% | 79.26%-62.3pp | 68.28%-51.4pp | 373.45%-356.5pp |
| Employer contribution / active EE | $13,963 | $5,245+166.2% | $4,858+187.4% | $4,753+193.8% |
| Participant deferral / active EE | $5,024 | $8,101-38.0% | $7,759-35.2% | $6,711-25.1% |
| Admin fee / account holder | $4,954 | $12,402-60.1% | $10,764-54.0% | $11,407-56.6% |