Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,345 | $121,677-89.0% | $104,625-87.2% | $158,966-91.6% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 21.10% | 465.58%-444.5pp | 340.60%-319.5pp | 302.95%-281.8pp |
| Employer contribution / active EE | $1,712 | $3,165-45.9% | $2,681-36.2% | $4,762-64.1% |
| Participant deferral / active EE | $3,854 | $4,175-7.7% | $3,738+3.1% | $5,983-35.6% |
| Admin fee / account holder | $365 | $7,777-95.3% | $6,465-94.3% | $11,250-96.8% |