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 | $11,354 | $148,582-92.4% | $135,942-91.6% | $139,456-91.9% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 80.27% | 79.26%+1.0pp | 68.28%+12.0pp | 373.45%-293.2pp |
| Employer contribution / active EE | $3,748 | $5,245-28.5% | $4,858-22.8% | $4,753-21.1% |
| Participant deferral / active EE | $7,454 | $8,101-8.0% | $7,759-3.9% | $6,711+11.1% |
| Admin fee / account holder | $454 | $12,402-96.3% | $10,764-95.8% | $11,407-96.0% |