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 | $15,755 | $148,623-89.4% | $135,974-88.4% | $139,466-88.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.02% | 79.30%-55.3pp | 68.30%-44.3pp | 373.66%-349.6pp |
| Employer contribution / active EE | $1,741 | $5,246-66.8% | $4,859-64.2% | $4,754-63.4% |
| Participant deferral / active EE | $5,269 | $8,103-35.0% | $7,760-32.1% | $6,712-21.5% |
| Admin fee / account holder | $2,695 | $12,406-78.3% | $10,767-75.0% | $11,409-76.4% |