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 | $19,314 | $223,823-91.4% | $211,142-90.9% | $154,746-87.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.27% | 50.39%-29.1pp | 46.84%-25.6pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,740 | $6,787-74.4% | $6,442-73.0% | $4,379-60.3% |
| Participant deferral / active EE | $4,012 | $9,750-58.8% | $9,284-56.8% | $6,730-40.4% |
| Admin fee / account holder | $362 | $19,707-98.2% | $19,076-98.1% | $14,365-97.5% |