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 | $14,188 | $77,472-81.7% | $100,415-85.9% | $80,959-82.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 88.19% | 37.26%+50.9pp | 49.47%+38.7pp | 35.67%+52.5pp |
| Employer contribution / active EE | $2,979 | $2,800+6.4% | $3,943-24.5% | $2,757+8.0% |
| Participant deferral / active EE | $5,959 | $6,818-12.6% | $8,091-26.3% | $4,300+38.6% |
| Admin fee / account holder | $1,564 | $5,885-73.4% | $7,906-80.2% | $6,925-77.4% |