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 | $34,485 | $227,399-84.8% | $189,758-81.8% | $198,609-82.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 35.97% | 61.03%-25.1pp | 52.62%-16.6pp | 202.70%-166.7pp |
| Employer contribution / active EE | $10,880 | $5,526+96.9% | $4,767+128.2% | $5,055+115.2% |
| Participant deferral / active EE | $6,244 | $6,837-8.7% | $5,856+6.6% | $6,977-10.5% |
| Admin fee / account holder | $497 | $25,162-98.0% | $20,388-97.6% | $19,030-97.4% |