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 | $11,601 | $79,189-85.3% | $102,457-88.7% | $74,400-84.4% |
| Participation rate | 73.2% | 74.8%-1.6pp | 76.5%-3.3pp | 67.2%+6.0pp |
| Annual return | 28.91% | 54.98%-26.1pp | 29.41%-0.5pp | 1367.51%-1338.6pp |
| Employer contribution / active EE | $2,088 | $2,362-11.6% | $3,022-30.9% | $2,624-20.4% |
| Participant deferral / active EE | $3,930 | $4,415-11.0% | $5,054-22.2% | $4,348-9.6% |
| Admin fee / account holder | $507 | $2,002-74.7% | $9,451-94.6% | $1,944-73.9% |