Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,553 | $196,972-92.1% | $182,262-91.5% | $198,609-92.2% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 19.50% | 158.27%-138.8pp | 140.60%-121.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $1,468 | $5,364-72.6% | $5,046-70.9% | $5,055-71.0% |
| Participant deferral / active EE | $4,606 | $8,643-46.7% | $8,276-44.4% | $6,977-34.0% |
| Admin fee / account holder | $1,288 | $18,429-93.0% | $16,712-92.3% | $19,030-93.2% |