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 | $15,057 | $132,634-88.6% | $115,768-87.0% | $137,256-89.0% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.4%+18.9pp | 80.0%+13.4pp |
| Annual return | 17.43% | 160.70%-143.3pp | 100.46%-83.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,783 | $3,360-17.2% | $2,940-5.3% | $4,156-33.0% |
| Participant deferral / active EE | $3,926 | $5,619-30.1% | $4,917-20.1% | $6,407-38.7% |
| Admin fee / account holder | $1,345 | $15,028-91.1% | $12,439-89.2% | $12,270-89.0% |