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 | $9,431 | $154,228-93.9% | $145,433-93.5% | $137,256-93.1% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 18.93% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,502 | $4,804-47.9% | $4,554-45.1% | $4,156-39.8% |
| Participant deferral / active EE | $8,749 | $8,216+6.5% | $7,897+10.8% | $6,407+36.6% |
| Admin fee / account holder | $1,191 | $14,344-91.7% | $13,129-90.9% | $12,270-90.3% |