Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,039 | $60,261-78.4% | $81,783-84.1% | $74,546-82.5% |
| Participation rate | 71.9% | 62.9%+9.1pp | 72.4%-0.4pp | 67.2%+4.7pp |
| Annual return | 36.47% | 16.88%+19.6pp | 775.05%-738.6pp | 1366.03%-1329.6pp |
| Employer contribution / active EE | $1,737 | $2,622-33.8% | $2,913-40.4% | $2,624-33.8% |
| Participant deferral / active EE | $3,402 | $3,388+0.4% | $4,320-21.3% | $4,347-21.8% |
| Admin fee / account holder | $333 | $1,482-77.5% | $7,380-95.5% | $1,944-82.9% |