Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,443 | $93,345-82.4% | $119,126-86.2% | $87,485-81.2% |
| Participation rate | 95.2% | 68.7%+26.5pp | 75.8%+19.5pp | 68.9%+26.3pp |
| Annual return | 21.90% | 19.08%+2.8pp | 282.11%-260.2pp | 26.06%-4.2pp |
| Employer contribution / active EE | $2,029 | $3,172-36.0% | $4,034-49.7% | $2,596-21.9% |
| Participant deferral / active EE | $3,467 | $4,099-15.4% | $5,318-34.8% | $4,274-18.9% |
| Admin fee / account holder | $5,173 | $8,039-35.6% | $10,693-51.6% | $7,775-33.5% |