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 | $29,487 | $196,972-85.0% | $182,262-83.8% | $198,609-85.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.73% | 158.27%-135.5pp | 140.60%-117.9pp | 202.70%-180.0pp |
| Employer contribution / active EE | $2,614 | $5,364-51.3% | $5,046-48.2% | $5,055-48.3% |
| Participant deferral / active EE | $8,001 | $8,643-7.4% | $8,276-3.3% | $6,977+14.7% |
| Admin fee / account holder | $6,517 | $18,429-64.6% | $16,712-61.0% | $19,030-65.8% |