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 | $37,888 | $137,414-72.4% | $189,520-80.0% | $85,856-55.9% |
| Participation rate | 78.8% | 84.6%-5.8pp | 87.8%-9.0pp | 69.3%+9.5pp |
| Annual return | 14.57% | 38.14%-23.6pp | 555.25%-540.7pp | 318.58%-304.0pp |
| Employer contribution / active EE | $1,704 | $4,344-60.8% | $6,161-72.3% | $2,565-33.6% |
| Participant deferral / active EE | $3,094 | $6,260-50.6% | $8,220-62.4% | $3,952-21.7% |
| Admin fee / account holder | $1,566 | $8,630-81.9% | $12,046-87.0% | $6,261-75.0% |