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 | $14,093 | $155,555-90.9% | $146,866-90.4% | $155,188-90.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.84% | 115.41%-94.6pp | 102.85%-82.0pp | 148.84%-128.0pp |
| Employer contribution / active EE | $2,371 | $4,647-49.0% | $4,425-46.4% | $4,248-44.2% |
| Participant deferral / active EE | $5,045 | $8,044-37.3% | $7,759-35.0% | $6,531-22.8% |
| Admin fee / account holder | $871 | $14,755-94.1% | $13,620-93.6% | $14,480-94.0% |