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 | $12,427 | $65,555-81.0% | $86,216-85.6% | $75,173-83.5% |
| Participation rate | 93.5% | 60.5%+33.1pp | 69.0%+24.6pp | 67.2%+26.3pp |
| Annual return | 20.87% | 46.07%-25.2pp | 1169.42%-1148.5pp | 160.72%-139.8pp |
| Employer contribution / active EE | $1,471 | $1,553-5.3% | $2,382-38.2% | $2,671-44.9% |
| Participant deferral / active EE | $2,367 | $3,023-21.7% | $3,986-40.6% | $4,126-42.6% |
| Admin fee / account holder | $394 | $5,469-92.8% | $6,853-94.3% | $5,651-93.0% |