Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,564 | $115,814-85.7% | $101,275-83.6% | $158,982-89.6% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 81.54% | 56.16%+25.4pp | 46.48%+35.1pp | 302.99%-221.5pp |
| Employer contribution / active EE | $2,335 | $4,176-44.1% | $3,660-36.2% | $4,763-51.0% |
| Participant deferral / active EE | $3,565 | $4,958-28.1% | $4,371-18.4% | $5,983-40.4% |
| Admin fee / account holder | $1,198 | $7,249-83.5% | $5,948-79.9% | $11,252-89.3% |