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 | $17,569 | $152,619-88.5% | $125,195-86.0% | $152,909-88.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 31.91% | 54.85%-22.9pp | 43.79%-11.9pp | 345.46%-313.6pp |
| Employer contribution / active EE | $2,364 | $4,947-52.2% | $3,866-38.8% | $4,764-50.4% |
| Participant deferral / active EE | $5,468 | $5,869-6.8% | $4,937+10.7% | $5,851-6.5% |
| Admin fee / account holder | $349 | $13,437-97.4% | $9,704-96.4% | $11,601-97.0% |