Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,991 | $165,381-88.5% | $149,730-87.3% | $158,966-88.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 42.70% | 348.29%-305.6pp | 276.70%-234.0pp | 302.95%-260.2pp |
| Employer contribution / active EE | $3,974 | $5,104-22.1% | $4,645-14.5% | $4,762-16.6% |
| Participant deferral / active EE | $4,124 | $7,182-42.6% | $6,843-39.7% | $5,983-31.1% |
| Admin fee / account holder | $1,917 | $10,809-82.3% | $9,310-79.4% | $11,250-83.0% |