Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,390 | $65,566-82.6% | $86,200-86.8% | $75,173-84.8% |
| Participation rate | 82.8% | 60.5%+22.3pp | 69.0%+13.8pp | 67.2%+15.6pp |
| Annual return | 21.51% | 46.06%-24.6pp | 1168.58%-1147.1pp | 160.65%-139.1pp |
| Employer contribution / active EE | $1,336 | $1,553-13.9% | $2,381-43.9% | $2,670-50.0% |
| Participant deferral / active EE | $3,740 | $3,024+23.7% | $3,986-6.2% | $4,126-9.3% |
| Admin fee / account holder | $566 | $5,475-89.7% | $6,853-91.7% | $5,651-90.0% |