Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,917 | $91,537-75.0% | $130,045-82.4% | $75,173-69.5% |
| Participation rate | 78.6% | 71.5%+7.1pp | 78.5%+0.1pp | 67.2%+11.4pp |
| Annual return | 16.18% | -631.55%+647.7pp | -137.30%+153.5pp | 160.72%-144.5pp |
| Employer contribution / active EE | $2,962 | $2,845+4.1% | $4,321-31.5% | $2,671+10.9% |
| Participant deferral / active EE | $5,271 | $4,343+21.4% | $5,820-9.4% | $4,126+27.7% |
| Admin fee / account holder | $11,032 | $6,780+62.7% | $10,600+4.1% | $5,651+95.2% |