Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,666 | $155,555-91.9% | $146,866-91.4% | $155,188-91.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.97% | 115.41%-94.4pp | 102.85%-81.9pp | 148.84%-127.9pp |
| Employer contribution / active EE | $2,094 | $4,647-54.9% | $4,425-52.7% | $4,248-50.7% |
| Participant deferral / active EE | $3,134 | $8,044-61.0% | $7,759-59.6% | $6,531-52.0% |
| Admin fee / account holder | $1,428 | $14,755-90.3% | $13,620-89.5% | $14,480-90.1% |