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 | $22,198 | $81,208-72.7% | $98,920-77.6% | $79,852-72.2% |
| Participation rate | 77.1% | 72.5%+4.6pp | 76.0%+1.1pp | 69.6%+7.5pp |
| Annual return | 12.46% | 60.99%-48.5pp | 196.47%-184.0pp | 31.72%-19.3pp |
| Employer contribution / active EE | $1,538 | $1,960-21.5% | $2,689-42.8% | $2,471-37.8% |
| Participant deferral / active EE | $5,296 | $3,265+62.2% | $4,245+24.8% | $3,740+41.6% |
| Admin fee / account holder | $9,541 | $6,013+58.7% | $6,643+43.6% | $5,306+79.8% |