Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,499 | $85,766-79.6% | $136,298-87.2% | $70,126-75.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 116.15% | 31.46%+84.7pp | 5156.27%-5040.1pp | 73.15%+43.0pp |
| Employer contribution / active EE | $2,468 | $2,966-16.8% | $4,696-47.4% | $2,343+5.3% |
| Participant deferral / active EE | $4,920 | $5,051-2.6% | $6,247-21.2% | $3,332+47.7% |
| Admin fee / account holder | $5,651 | $5,421+4.2% | $9,244-38.9% | $4,645+21.6% |