Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $27,129 | $217,432-87.5% | $185,849-85.4% | $167,536-83.8% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 14.43% | 148.42%-134.0pp | 122.10%-107.7pp | 478.82%-464.4pp |
| Employer contribution / active EE | $2,183 | $5,875-62.8% | $5,169-57.8% | $4,839-54.9% |
| Participant deferral / active EE | $4,775 | $6,357-24.9% | $5,569-14.3% | $6,342-24.7% |
| Admin fee / account holder | $26,630 | $19,818+34.4% | $16,244+63.9% | $12,315+116.2% |