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 | $25,168 | $202,342-87.6% | $172,752-85.4% | $152,897-83.5% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.5%-4.7pp |
| Annual return | 24.77% | 1029.83%-1005.1pp | 802.97%-778.2pp | 345.43%-320.7pp |
| Employer contribution / active EE | $2,443 | $5,858-58.3% | $5,144-52.5% | $4,764-48.7% |
| Participant deferral / active EE | $4,833 | $5,948-18.8% | $5,198-7.0% | $5,851-17.4% |
| Admin fee / account holder | $305 | $17,111-98.2% | $13,955-97.8% | $11,599-97.4% |