Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,350 | $86,940-70.8% | $102,434-75.3% | $80,935-68.7% |
| Participation rate | 87.8% | 72.4%+15.4pp | 76.5%+11.2pp | 67.7%+20.1pp |
| Annual return | 283.74% | 18.89%+264.9pp | 29.46%+254.3pp | 35.66%+248.1pp |
| Employer contribution / active EE | $3,767 | $2,370+59.0% | $3,023+24.6% | $2,757+36.7% |
| Participant deferral / active EE | $2,055 | $4,121-50.1% | $5,055-59.3% | $4,299-52.2% |
| Admin fee / account holder | $1,123 | $8,047-86.0% | $9,462-88.1% | $6,924-83.8% |