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 | $35,410 | $100,060-64.6% | $149,721-76.3% | $70,126-49.5% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.1%+10.2pp | 69.5%+27.7pp |
| Annual return | 19.47% | 27.46%-8.0pp | 1501.67%-1482.2pp | 73.15%-53.7pp |
| Employer contribution / active EE | $1,676 | $3,661-54.2% | $5,444-69.2% | $2,343-28.4% |
| Participant deferral / active EE | $3,002 | $4,982-39.7% | $6,568-54.3% | $3,332-9.9% |
| Admin fee / account holder | $1,399 | $8,285-83.1% | $11,282-87.6% | $4,645-69.9% |