Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,291 | $58,927-77.4% | $76,824-82.7% | $72,986-81.8% |
| Participation rate | 93.9% | 67.3%+26.5pp | 72.1%+21.8pp | 69.5%+24.4pp |
| Annual return | 18.17% | 2305.64%-2287.5pp | 1166.26%-1148.1pp | 81.01%-62.8pp |
| Employer contribution / active EE | $912 | $1,787-49.0% | $2,302-60.4% | $2,440-62.6% |
| Participant deferral / active EE | $1,859 | $2,690-30.9% | $3,336-44.3% | $3,607-48.5% |
| Admin fee / account holder | $485 | $4,013-87.9% | $6,421-92.4% | $5,124-90.5% |