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 | $21,983 | $157,304-86.0% | $141,197-84.4% | $152,909-85.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.40% | 64.34%-41.9pp | 71.41%-49.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $2,864 | $5,263-45.6% | $4,736-39.5% | $4,764-39.9% |
| Participant deferral / active EE | $5,765 | $7,111-18.9% | $6,710-14.1% | $5,851-1.5% |
| Admin fee / account holder | $16,039 | $12,126+32.3% | $10,265+56.3% | $11,601+38.3% |