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 | $12,133 | $209,336-94.2% | $197,124-93.8% | $137,256-91.2% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 34.16% | 48.09%-13.9pp | 44.34%-10.2pp | 220.34%-186.2pp |
| Employer contribution / active EE | $1,519 | $6,591-77.0% | $6,227-75.6% | $4,156-63.5% |
| Participant deferral / active EE | $6,364 | $9,614-33.8% | $9,135-30.3% | $6,407-0.7% |
| Admin fee / account holder | $935 | $17,308-94.6% | $16,298-94.3% | $12,270-92.4% |