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 | $7,710 | $155,555-95.0% | $146,866-94.8% | $155,188-95.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 18.68% | 115.41%-96.7pp | 102.85%-84.2pp | 148.84%-130.2pp |
| Employer contribution / active EE | $2,188 | $4,647-52.9% | $4,425-50.5% | $4,248-48.5% |
| Participant deferral / active EE | $4,261 | $8,044-47.0% | $7,759-45.1% | $6,531-34.8% |
| Admin fee / account holder | $2,292 | $14,755-84.5% | $13,620-83.2% | $14,480-84.2% |