Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,476 | $148,629-90.9% | $135,982-90.1% | $139,487-90.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 82.36% | 79.33%+3.0pp | 68.32%+14.0pp | 373.84%-291.5pp |
| Employer contribution / active EE | $1,964 | $5,247-62.6% | $4,859-59.6% | $4,755-58.7% |
| Participant deferral / active EE | $4,606 | $8,102-43.2% | $7,760-40.6% | $6,713-31.4% |
| Admin fee / account holder | $646 | $12,406-94.8% | $10,767-94.0% | $11,407-94.3% |