Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,289 | $81,457-75.1% | $103,378-80.4% | $80,911-74.9% |
| Participation rate | 87.9% | 66.8%+21.0pp | 74.5%+13.4pp | 67.6%+20.2pp |
| Annual return | 67.26% | 25.58%+41.7pp | 24.91%+42.3pp | 35.63%+31.6pp |
| Employer contribution / active EE | $3,423 | $3,107+10.2% | $3,870-11.5% | $2,756+24.2% |
| Participant deferral / active EE | $5,394 | $3,871+39.4% | $5,058+6.7% | $4,297+25.5% |
| Admin fee / account holder | $1,899 | $6,717-71.7% | $8,401-77.4% | $6,935-72.6% |