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 | $16,225 | $183,516-91.2% | $155,534-89.6% | $145,884-88.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.72% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,788 | $5,315-47.5% | $4,675-40.4% | $4,662-40.2% |
| Participant deferral / active EE | $6,510 | $6,467+0.7% | $5,630+15.6% | $6,690-2.7% |
| Admin fee / account holder | $11,286 | $19,293-41.5% | $15,900-29.0% | $13,392-15.7% |