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 | $24,290 | $102,385-76.3% | $147,080-83.5% | $80,935-70.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.46% | 135.09%-119.6pp | 420.17%-404.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $3,414 | $3,717-8.1% | $4,933-30.8% | $2,757+23.8% |
| Participant deferral / active EE | $9,827 | $6,651+47.7% | $8,066+21.8% | $4,299+128.6% |
| Admin fee / account holder | $7,693 | $7,951-3.2% | $12,989-40.8% | $6,924+11.1% |