Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,279 | $152,612-88.7% | $125,192-86.2% | $152,897-88.7% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.5%-4.7pp |
| Annual return | 45.96% | 54.85%-8.9pp | 43.79%+2.2pp | 345.43%-299.5pp |
| Employer contribution / active EE | $1,013 | $4,947-79.5% | $3,866-73.8% | $4,764-78.7% |
| Participant deferral / active EE | $2,369 | $5,868-59.6% | $4,937-52.0% | $5,851-59.5% |
| Admin fee / account holder | $7,239 | $13,437-46.1% | $9,704-25.4% | $11,599-37.6% |