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 | $15,086 | $148,582-89.8% | $135,942-88.9% | $139,456-89.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 36.87% | 79.26%-42.4pp | 68.28%-31.4pp | 373.45%-336.6pp |
| Employer contribution / active EE | $5,069 | $5,245-3.3% | $4,858+4.4% | $4,753+6.7% |
| Participant deferral / active EE | $7,314 | $8,101-9.7% | $7,759-5.7% | $6,711+9.0% |
| Admin fee / account holder | $691 | $12,402-94.4% | $10,764-93.6% | $11,407-93.9% |