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 | $12,905 | $159,978-91.9% | $147,041-91.2% | $145,978-91.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 23.21% | 98.36%-75.2pp | 419.21%-396.0pp | 550.52%-527.3pp |
| Employer contribution / active EE | $4,534 | $5,288-14.3% | $4,935-8.1% | $4,662-2.7% |
| Participant deferral / active EE | $7,483 | $8,429-11.2% | $8,071-7.3% | $6,690+11.9% |
| Admin fee / account holder | $1,761 | $15,053-88.3% | $13,006-86.5% | $13,400-86.9% |