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 | $20,747 | $156,616-86.8% | $133,346-84.4% | $198,609-89.6% |
| Participation rate | 88.9% | 77.7%+11.2pp | 72.8%+16.0pp | 82.4%+6.5pp |
| Annual return | 7.71% | 44.25%-36.5pp | 36.85%-29.1pp | 202.70%-195.0pp |
| Employer contribution / active EE | $1,021 | $3,368-69.7% | $2,853-64.2% | $5,055-79.8% |
| Participant deferral / active EE | $1,682 | $4,920-65.8% | $4,332-61.2% | $6,977-75.9% |
| Admin fee / account holder | $10,057 | $17,468-42.4% | $14,264-29.5% | $19,030-47.2% |