Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,116 | $141,001-91.4% | $112,228-89.2% | $139,487-91.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.96% | 32.75%-13.8pp | 30.23%-11.3pp | 373.84%-354.9pp |
| Employer contribution / active EE | $2,709 | $4,285-36.8% | $3,432-21.1% | $4,755-43.0% |
| Participant deferral / active EE | $5,129 | $5,877-12.7% | $4,800+6.9% | $6,713-23.6% |
| Admin fee / account holder | $3,338 | $9,959-66.5% | $7,752-56.9% | $11,407-70.7% |