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 | $23,043 | $135,645-83.0% | $110,243-79.1% | $135,379-83.0% |
| Participation rate | 91.3% | 83.5%+7.8pp | 79.8%+11.5pp | 82.6%+8.7pp |
| Annual return | 8.58% | 513.24%-504.7pp | 314.76%-306.2pp | 519.79%-511.2pp |
| Employer contribution / active EE | $5,106 | $4,907+4.1% | $3,827+33.4% | $4,779+6.8% |
| Participant deferral / active EE | $7,065 | $5,507+28.3% | $4,672+51.2% | $5,609+26.0% |
| Admin fee / account holder | $2,347 | $11,458-79.5% | $8,548-72.5% | $10,828-78.3% |