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 | $26,097 | $201,370-87.0% | $184,256-85.8% | $145,897-82.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 56.00% | 29.05%+27.0pp | 28.85%+27.2pp | 552.29%-496.3pp |
| Employer contribution / active EE | $6,766 | $7,024-3.7% | $6,427+5.3% | $4,663+45.1% |
| Participant deferral / active EE | $5,307 | $9,808-45.9% | $9,133-41.9% | $6,689-20.7% |
| Admin fee / account holder | $479 | $16,364-97.1% | $13,899-96.6% | $13,390-96.4% |