Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,310 | $93,345-82.5% | $119,126-86.3% | $87,485-81.4% |
| Participation rate | 97.6% | 68.7%+28.8pp | 75.8%+21.8pp | 68.9%+28.6pp |
| Annual return | 31.06% | 19.08%+12.0pp | 282.11%-251.0pp | 26.06%+5.0pp |
| Employer contribution / active EE | $1,714 | $3,172-46.0% | $4,034-57.5% | $2,596-34.0% |
| Participant deferral / active EE | $3,147 | $4,099-23.2% | $5,318-40.8% | $4,274-26.4% |
| Admin fee / account holder | $508 | $8,039-93.7% | $10,693-95.2% | $7,775-93.5% |