Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,806 | $155,555-93.1% | $146,866-92.6% | $155,188-93.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.55% | 115.41%-97.9pp | 102.85%-85.3pp | 148.84%-131.3pp |
| Employer contribution / active EE | $2,816 | $4,647-39.4% | $4,425-36.4% | $4,248-33.7% |
| Participant deferral / active EE | $31,000 | $8,044+285.4% | $7,759+299.5% | $6,531+374.6% |
| Admin fee / account holder | $190,912 | $14,755+1193.8% | $13,620+1301.7% | $14,480+1218.5% |