Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,727 | $148,629-89.4% | $135,982-88.4% | $139,487-88.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 40.62% | 79.33%-38.7pp | 68.32%-27.7pp | 373.84%-333.2pp |
| Employer contribution / active EE | $4,952 | $5,247-5.6% | $4,859+1.9% | $4,755+4.2% |
| Participant deferral / active EE | $7,845 | $8,102-3.2% | $7,760+1.1% | $6,713+16.9% |
| Admin fee / account holder | $5,279 | $12,406-57.4% | $10,767-51.0% | $11,407-53.7% |