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 | $17,748 | $209,422-91.5% | $178,503-90.1% | $158,982-88.8% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 45.84% | 188.81%-143.0pp | 151.12%-105.3pp | 302.99%-257.2pp |
| Employer contribution / active EE | $3,361 | $5,707-41.1% | $5,011-32.9% | $4,763-29.4% |
| Participant deferral / active EE | $3,432 | $5,955-42.4% | $5,202-34.0% | $5,983-42.7% |
| Admin fee / account holder | $1,192 | $17,079-93.0% | $13,987-91.5% | $11,252-89.4% |