Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,117 | $102,385-80.4% | $147,080-86.3% | $80,935-75.1% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 328.61% | 135.09%+193.5pp | 420.17%-91.6pp | 35.66%+292.9pp |
| Employer contribution / active EE | $2,748 | $3,717-26.1% | $4,933-44.3% | $2,757-0.3% |
| Participant deferral / active EE | $4,942 | $6,651-25.7% | $8,066-38.7% | $4,299+14.9% |
| Admin fee / account holder | $1,914 | $7,951-75.9% | $12,989-85.3% | $6,924-72.4% |