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 | $18,353 | $232,540-92.1% | $185,117-90.1% | $147,586-87.6% |
| Participation rate | 87.0% | 82.4%+4.6pp | 77.3%+9.7pp | 82.8%+4.1pp |
| Annual return | 23.13% | 43.03%-19.9pp | 40.50%-17.4pp | 578.59%-555.5pp |
| Employer contribution / active EE | $2,040 | $5,195-60.7% | $4,182-51.2% | $4,876-58.2% |
| Participant deferral / active EE | $3,538 | $5,834-39.3% | $5,045-29.9% | $5,439-34.9% |
| Admin fee / account holder | $2,771 | $10,275-73.0% | $8,159-66.0% | $10,886-74.5% |