Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,759 | $150,435-88.9% | $120,580-86.1% | $145,897-88.5% |
| Participation rate | 83.3% | 78.8%+4.5pp | 72.0%+11.4pp | 80.3%+3.0pp |
| Annual return | 13.10% | 154.60%-141.5pp | 107.48%-94.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,550 | $4,352-41.4% | $3,469-26.5% | $4,663-45.3% |
| Participant deferral / active EE | $6,640 | $6,174+7.5% | $4,995+32.9% | $6,689-0.7% |
| Admin fee / account holder | $3,016 | $12,182-75.2% | $9,418-68.0% | $13,390-77.5% |