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 | $21,134 | $157,304-86.6% | $141,197-85.0% | $152,909-86.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 37.12% | 64.34%-27.2pp | 71.41%-34.3pp | 345.46%-308.3pp |
| Employer contribution / active EE | $1,354 | $5,263-74.3% | $4,736-71.4% | $4,764-71.6% |
| Participant deferral / active EE | $5,175 | $7,111-27.2% | $6,710-22.9% | $5,851-11.6% |
| Admin fee / account holder | $477 | $12,126-96.1% | $10,265-95.4% | $11,601-95.9% |