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 | $24,795 | $152,619-83.8% | $125,195-80.2% | $152,909-83.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 44.69% | 54.85%-10.2pp | 43.79%+0.9pp | 345.46%-300.8pp |
| Employer contribution / active EE | $1,160 | $4,947-76.6% | $3,866-70.0% | $4,764-75.7% |
| Participant deferral / active EE | $2,774 | $5,869-52.7% | $4,937-43.8% | $5,851-52.6% |
| Admin fee / account holder | $9,000 | $13,437-33.0% | $9,704-7.3% | $11,601-22.4% |