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 | $17,571 | $175,231-90.0% | $149,696-88.3% | $139,466-87.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.45% | 166.77%-149.3pp | 134.46%-117.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,846 | $5,478-66.3% | $4,821-61.7% | $4,754-61.2% |
| Participant deferral / active EE | $3,108 | $6,521-52.3% | $5,682-45.3% | $6,712-53.7% |
| Admin fee / account holder | $3,503 | $16,155-78.3% | $13,212-73.5% | $11,409-69.3% |