Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,997 | $65,575-74.1% | $86,209-80.3% | $75,181-77.4% |
| Participation rate | 78.6% | 60.5%+18.1pp | 69.0%+9.6pp | 67.2%+11.4pp |
| Annual return | 22.87% | 46.07%-23.2pp | 1169.05%-1146.2pp | 160.69%-137.8pp |
| Employer contribution / active EE | $2,539 | $1,553+63.5% | $2,381+6.6% | $2,671-4.9% |
| Participant deferral / active EE | $4,403 | $3,023+45.6% | $3,986+10.5% | $4,126+6.7% |
| Admin fee / account holder | $593 | $5,470-89.2% | $6,853-91.3% | $5,650-89.5% |