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 | $12,252 | $211,288-94.2% | $178,540-93.1% | $145,884-91.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 15.72% | 30.27%-14.6pp | 27.15%-11.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,579 | $4,574-43.6% | $3,953-34.8% | $4,662-44.7% |
| Participant deferral / active EE | $3,116 | $6,967-55.3% | $6,281-50.4% | $6,690-53.4% |
| Admin fee / account holder | $354 | $12,105-97.1% | $10,424-96.6% | $13,392-97.4% |