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 | $18,702 | $167,533-88.8% | $151,645-87.7% | $134,545-86.1% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.5%-10.2pp | 81.2%-4.0pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $4,434 | $6,828-35.1% | $6,165-28.1% | $4,742-6.5% |
| Participant deferral / active EE | $9,585 | $8,985+6.7% | $8,363+14.6% | $6,401+49.7% |
| Admin fee / account holder | $1,211 | $13,781-91.2% | $11,614-89.6% | $11,431-89.4% |