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 | $23,804 | $209,422-88.6% | $178,503-86.7% | $158,982-85.0% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.6pp |
| Annual return | 18.37% | 188.81%-170.4pp | 151.12%-132.7pp | 302.99%-284.6pp |
| Employer contribution / active EE | $2,194 | $5,707-61.6% | $5,011-56.2% | $4,763-53.9% |
| Participant deferral / active EE | $4,579 | $5,955-23.1% | $5,202-12.0% | $5,983-23.5% |
| Admin fee / account holder | $1,026 | $17,079-94.0% | $13,987-92.7% | $11,252-90.9% |