Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,830 | $157,296-89.3% | $141,191-88.1% | $152,897-89.0% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.5%-8.5pp |
| Annual return | 27.80% | 64.34%-36.5pp | 71.41%-43.6pp | 345.43%-317.6pp |
| Employer contribution / active EE | $1,681 | $5,262-68.0% | $4,736-64.5% | $4,764-64.7% |
| Participant deferral / active EE | $3,171 | $7,111-55.4% | $6,710-52.7% | $5,851-45.8% |
| Admin fee / account holder | $410 | $12,125-96.6% | $10,264-96.0% | $11,599-96.5% |