Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,740 | $185,312-92.6% | $161,489-91.5% | $154,746-91.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.65% | 103.84%-83.2pp | 89.72%-69.1pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,542 | $4,769-67.7% | $4,268-63.9% | $4,379-64.8% |
| Participant deferral / active EE | $4,974 | $6,350-21.7% | $5,630-11.6% | $6,730-26.1% |
| Admin fee / account holder | $2,283 | $18,654-87.8% | $16,006-85.7% | $14,365-84.1% |