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 | $21,493 | $98,776-78.2% | $149,745-85.6% | $79,856-73.1% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 43.11% | 27.38%+15.7pp | 276.72%-233.6pp | 31.71%+11.4pp |
| Employer contribution / active EE | $3,538 | $3,217+10.0% | $4,646-23.8% | $2,471+43.2% |
| Participant deferral / active EE | $7,099 | $5,681+25.0% | $6,843+3.7% | $3,741+89.8% |
| Admin fee / account holder | $1,078 | $6,053-82.2% | $9,312-88.4% | $5,306-79.7% |