Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,437 | $80,992-78.5% | $96,534-81.9% | $75,173-76.8% |
| Participation rate | 82.9% | 71.8%+11.1pp | 76.0%+6.9pp | 67.2%+15.7pp |
| Annual return | 46.98% | 27.05%+19.9pp | 25.88%+21.1pp | 160.72%-113.7pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,351 | $3,929+112.5% | $4,851+72.1% | $4,126+102.4% |
| Admin fee / account holder | $6,084 | $6,717-9.4% | $8,253-26.3% | $5,651+7.7% |