Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,564 | $176,402-91.7% | $134,162-89.1% | $158,982-90.8% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.7pp |
| Annual return | 13.23% | 63.66%-50.4pp | 36.35%-23.1pp | 302.99%-289.8pp |
| Employer contribution / active EE | $1,367 | $5,042-72.9% | $3,705-63.1% | $4,763-71.3% |
| Participant deferral / active EE | $6,697 | $4,093+63.6% | $3,500+91.4% | $5,983+11.9% |
| Admin fee / account holder | $2,288 | $8,719-73.8% | $6,685-65.8% | $11,252-79.7% |