Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,784 | $175,231-89.9% | $149,696-88.1% | $139,466-87.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 18.67% | 166.77%-148.1pp | 134.46%-115.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $2,264 | $5,478-58.7% | $4,821-53.0% | $4,754-52.4% |
| Participant deferral / active EE | $8,946 | $6,521+37.2% | $5,682+57.4% | $6,712+33.3% |
| Admin fee / account holder | $31,257 | $16,155+93.5% | $13,212+136.6% | $11,409+174.0% |