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 | $19,670 | $157,296-87.5% | $141,191-86.1% | $152,897-87.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 17.22% | 64.34%-47.1pp | 71.41%-54.2pp | 345.43%-328.2pp |
| Employer contribution / active EE | $978 | $5,262-81.4% | $4,736-79.4% | $4,764-79.5% |
| Participant deferral / active EE | $3,138 | $7,111-55.9% | $6,710-53.2% | $5,851-46.4% |
| Admin fee / account holder | $993 | $12,125-91.8% | $10,264-90.3% | $11,599-91.4% |