Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,626 | $166,242-87.6% | $165,071-87.5% | $145,884-85.9% |
| Participation rate | 95.5% | 82.0%+13.4pp | 78.6%+16.8pp | 80.3%+15.2pp |
| Annual return | 42.56% | 100.44%-57.9pp | 70.17%-27.6pp | 551.85%-509.3pp |
| Employer contribution / active EE | $2,049 | $5,283-61.2% | $4,347-52.9% | $4,662-56.1% |
| Participant deferral / active EE | $2,711 | $6,964-61.1% | $6,035-55.1% | $6,690-59.5% |
| Admin fee / account holder | $2,533 | $16,658-84.8% | $12,695-80.1% | $13,392-81.1% |