Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,302 | $102,393-76.3% | $147,041-83.5% | $80,911-70.0% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.6%+15.1pp |
| Annual return | 13.74% | 134.95%-121.2pp | 419.21%-405.5pp | 35.63%-21.9pp |
| Employer contribution / active EE | $979 | $3,715-73.6% | $4,935-80.2% | $2,756-64.5% |
| Participant deferral / active EE | $2,657 | $6,647-60.0% | $8,071-67.1% | $4,297-38.2% |
| Admin fee / account holder | $1,077 | $7,943-86.4% | $13,006-91.7% | $6,935-84.5% |