Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,875 | $202,342-90.2% | $172,753-88.5% | $152,909-87.0% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.5%+7.0pp |
| Annual return | 29.56% | 1029.88%-1000.3pp | 803.00%-773.4pp | 345.46%-315.9pp |
| Employer contribution / active EE | $5,019 | $5,857-14.3% | $5,144-2.4% | $4,764+5.4% |
| Participant deferral / active EE | $7,866 | $5,948+32.2% | $5,198+51.3% | $5,851+34.4% |
| Admin fee / account holder | $7,213 | $17,112-57.8% | $13,956-48.3% | $11,601-37.8% |