Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,569 | $160,040-90.3% | $147,096-89.4% | $145,877-89.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 24.83% | 98.49%-73.7pp | 419.75%-394.9pp | 551.28%-526.5pp |
| Employer contribution / active EE | $2,785 | $5,289-47.4% | $4,936-43.6% | $4,663-40.3% |
| Participant deferral / active EE | $5,884 | $8,429-30.2% | $8,071-27.1% | $6,691-12.1% |
| Admin fee / account holder | $834 | $15,050-94.5% | $13,005-93.6% | $13,402-93.8% |