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 | $27,438 | $227,291-87.9% | $214,702-87.2% | $155,188-82.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 21.87% | 60.08%-38.2pp | 54.55%-32.7pp | 148.84%-127.0pp |
| Employer contribution / active EE | $2,963 | $6,772-56.2% | $6,461-54.1% | $4,248-30.2% |
| Participant deferral / active EE | $7,182 | $9,582-25.0% | $9,147-21.5% | $6,531+10.0% |
| Admin fee / account holder | $1,517 | $20,413-92.6% | $19,830-92.3% | $14,480-89.5% |