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 | $13,745 | $183,516-92.5% | $155,534-91.2% | $145,884-90.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.53% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,633 | $5,315-69.3% | $4,675-65.1% | $4,662-65.0% |
| Participant deferral / active EE | $1,988 | $6,467-69.3% | $5,630-64.7% | $6,690-70.3% |
| Admin fee / account holder | $5,083 | $19,293-73.7% | $15,900-68.0% | $13,392-62.0% |