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 | $6,561 | $185,312-96.5% | $161,489-95.9% | $154,746-95.8% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 26.07% | 103.84%-77.8pp | 89.72%-63.6pp | 172.34%-146.3pp |
| Employer contribution / active EE | $3,042 | $4,769-36.2% | $4,268-28.7% | $4,379-30.5% |
| Participant deferral / active EE | $3,837 | $6,350-39.6% | $5,630-31.9% | $6,730-43.0% |
| Admin fee / account holder | $3,164 | $18,654-83.0% | $16,006-80.2% | $14,365-78.0% |