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 | $58,391-77.2% | $76,667-82.7% | $72,976-81.8% |
| Participation rate | 93.9% | 67.4%+26.5pp | 72.1%+21.8pp | 69.5%+24.4pp |
| Annual return | 18.17% | 2306.65%-2288.5pp | 1166.74%-1148.6pp | 81.02%-62.8pp |
| Employer contribution / active EE | $912 | $1,787-49.0% | $2,303-60.4% | $2,440-62.6% |
| Participant deferral / active EE | $1,859 | $2,690-30.9% | $3,336-44.3% | $3,608-48.5% |
| Admin fee / account holder | $485 | $4,014-87.9% | $6,423-92.5% | $5,124-90.5% |