Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,968 | $152,592-86.3% | $125,180-83.2% | $152,885-86.3% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.5%-4.7pp |
| Annual return | 18.79% | 54.84%-36.1pp | 43.79%-25.0pp | 345.39%-326.6pp |
| Employer contribution / active EE | $2,064 | $4,947-58.3% | $3,866-46.6% | $4,763-56.7% |
| Participant deferral / active EE | $5,921 | $5,868+0.9% | $4,937+19.9% | $5,851+1.2% |
| Admin fee / account holder | $57,146 | $13,435+325.4% | $9,703+489.0% | $11,598+392.7% |