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 | $4,819 | $201,344-97.6% | $184,243-97.4% | $145,877-96.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.00% | 29.01%-16.0pp | 28.82%-15.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $4,114 | $7,022-41.4% | $6,427-36.0% | $4,663-11.8% |
| Participant deferral / active EE | $5,287 | $9,807-46.1% | $9,132-42.1% | $6,691-21.0% |
| Admin fee / account holder | $10,199 | $16,382-37.7% | $13,914-26.7% | $13,402-23.9% |