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 | $17,981 | $85,766-79.0% | $136,298-86.8% | $70,126-74.4% |
| Participation rate | 76.7% | 74.2%+2.6pp | 81.9%-5.2pp | 69.5%+7.2pp |
| Annual return | 33.00% | 31.46%+1.5pp | 5156.27%-5123.3pp | 73.15%-40.1pp |
| Employer contribution / active EE | $2,313 | $2,966-22.0% | $4,696-50.7% | $2,343-1.3% |
| Participant deferral / active EE | $3,811 | $5,051-24.6% | $6,247-39.0% | $3,332+14.4% |
| Admin fee / account holder | $603 | $5,421-88.9% | $9,244-93.5% | $4,645-87.0% |