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 | $24,161 | $98,760-75.5% | $149,715-83.9% | $79,858-69.7% |
| Participation rate | 70.2% | 75.8%-5.6pp | 82.5%-12.3pp | 69.6%+0.5pp |
| Annual return | 42.86% | 27.43%+15.4pp | 276.66%-233.8pp | 31.72%+11.1pp |
| Employer contribution / active EE | $2,919 | $3,217-9.3% | $4,645-37.2% | $2,471+18.1% |
| Participant deferral / active EE | $7,008 | $5,681+23.4% | $6,842+2.4% | $3,740+87.4% |
| Admin fee / account holder | $1,685 | $6,053-72.2% | $9,310-81.9% | $5,306-68.2% |