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 | $16,454 | $157,304-89.5% | $141,197-88.3% | $152,909-89.2% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | 31.61% | 64.34%-32.7pp | 71.41%-39.8pp | 345.46%-313.9pp |
| Employer contribution / active EE | $2,742 | $5,263-47.9% | $4,736-42.1% | $4,764-42.4% |
| Participant deferral / active EE | $4,584 | $7,111-35.5% | $6,710-31.7% | $5,851-21.7% |
| Admin fee / account holder | $4,410 | $12,126-63.6% | $10,265-57.0% | $11,601-62.0% |