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 | $16,156 | $198,457-91.9% | $170,435-90.5% | $147,586-89.1% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 26.97% | 257.30%-230.3pp | 205.94%-179.0pp | 578.59%-551.6pp |
| Employer contribution / active EE | $2,020 | $6,183-67.3% | $5,432-62.8% | $4,876-58.6% |
| Participant deferral / active EE | $3,876 | $5,629-31.1% | $4,939-21.5% | $5,439-28.7% |
| Admin fee / account holder | $561 | $16,852-96.7% | $13,881-96.0% | $10,886-94.8% |