Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,563 | $154,209-90.6% | $130,062-88.8% | $139,487-89.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.08% | 32.52%-14.4pp | -137.37%+155.4pp | 373.84%-355.8pp |
| Employer contribution / active EE | $1,712 | $5,292-67.7% | $4,322-60.4% | $4,755-64.0% |
| Participant deferral / active EE | $2,132 | $6,709-68.2% | $5,821-63.4% | $6,713-68.2% |
| Admin fee / account holder | $582 | $13,988-95.8% | $10,601-94.5% | $11,407-94.9% |