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 | $18,670 | $234,190-92.0% | $180,320-89.6% | $198,609-90.6% |
| Participation rate | 90.0% | 77.1%+12.9pp | 71.5%+18.5pp | 82.4%+7.6pp |
| Annual return | 14.91% | 1057.44%-1042.5pp | 778.54%-763.6pp | 202.70%-187.8pp |
| Employer contribution / active EE | $1,699 | $5,258-67.7% | $4,108-58.6% | $5,055-66.4% |
| Participant deferral / active EE | $3,399 | $4,988-31.9% | $4,304-21.0% | $6,977-51.3% |
| Admin fee / account holder | $9,386 | $12,558-25.3% | $10,000-6.1% | $19,030-50.7% |