Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,332 | $115,814-88.5% | $101,275-86.8% | $158,982-91.6% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 61.10% | 56.16%+4.9pp | 46.48%+14.6pp | 302.99%-241.9pp |
| Employer contribution / active EE | $3,359 | $4,176-19.6% | $3,660-8.2% | $4,763-29.5% |
| Participant deferral / active EE | $6,829 | $4,958+37.7% | $4,371+56.2% | $5,983+14.1% |
| Admin fee / account holder | $491 | $7,249-93.2% | $5,948-91.7% | $11,252-95.6% |