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 | $22,756 | $98,766-77.0% | $149,730-84.8% | $79,852-71.5% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 31.17% | 27.43%+3.7pp | 276.70%-245.5pp | 31.72%-0.5pp |
| Employer contribution / active EE | $1,989 | $3,217-38.2% | $4,645-57.2% | $2,471-19.5% |
| Participant deferral / active EE | $4,883 | $5,681-14.1% | $6,843-28.6% | $3,740+30.5% |
| Admin fee / account holder | $416 | $6,052-93.1% | $9,310-95.5% | $5,306-92.2% |