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 | $15,580 | $110,307-85.9% | $96,576-83.9% | $139,456-88.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 0.00% | 26.40%-26.4pp | 25.87%-25.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $5,639 | $3,619+55.8% | $2,965+90.2% | $4,753+18.6% |
| Participant deferral / active EE | $7,601 | $5,547+37.0% | $4,851+56.7% | $6,711+13.3% |
| Admin fee / account holder | $6,907 | $11,597-40.4% | $8,253-16.3% | $11,407-39.4% |