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 | $16,462 | $157,276-89.5% | $141,177-88.3% | $152,885-89.2% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 21.31% | 64.33%-43.0pp | 71.40%-50.1pp | 345.39%-324.1pp |
| Employer contribution / active EE | $2,444 | $5,262-53.6% | $4,736-48.4% | $4,763-48.7% |
| Participant deferral / active EE | $4,066 | $7,110-42.8% | $6,710-39.4% | $5,851-30.5% |
| Admin fee / account holder | $2,194 | $12,123-81.9% | $10,263-78.6% | $11,598-81.1% |