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 | $29,972 | $196,972-84.8% | $182,262-83.6% | $198,609-84.9% |
| Participation rate | 70.6% | 85.7%-15.1pp | 84.2%-13.6pp | 82.4%-11.8pp |
| Annual return | 14.08% | 158.27%-144.2pp | 140.60%-126.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $1,559 | $5,364-70.9% | $5,046-69.1% | $5,055-69.2% |
| Participant deferral / active EE | $6,060 | $8,643-29.9% | $8,276-26.8% | $6,977-13.1% |
| Admin fee / account holder | $13,170 | $18,429-28.5% | $16,712-21.2% | $19,030-30.8% |