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 | $14,676 | $183,592-92.0% | $155,567-90.6% | $145,959-89.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 10.47% | 61.24%-50.8pp | 64.74%-54.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $1,877 | $5,315-64.7% | $4,674-59.8% | $4,661-59.7% |
| Participant deferral / active EE | $5,252 | $6,464-18.8% | $5,628-6.7% | $6,689-21.5% |
| Admin fee / account holder | $3,656 | $19,318-81.1% | $15,916-77.0% | $13,398-72.7% |