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 | $16,551 | $176,402-90.6% | $134,162-87.7% | $158,966-89.6% |
| Participation rate | 70.8% | 78.7%-7.9pp | 72.2%-1.4pp | 82.0%-11.1pp |
| Annual return | 24.59% | 63.66%-39.1pp | 36.35%-11.8pp | 302.95%-278.4pp |
| Employer contribution / active EE | $1,204 | $5,042-76.1% | $3,705-67.5% | $4,762-74.7% |
| Participant deferral / active EE | $1,724 | $4,093-57.9% | $3,500-50.7% | $5,983-71.2% |
| Admin fee / account holder | $807 | $8,719-90.7% | $6,685-87.9% | $11,250-92.8% |