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 | $11,720 | $106,008-88.9% | $92,240-87.3% | $147,586-92.1% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 21.93% | 50.05%-28.1pp | 176.29%-154.4pp | 578.59%-556.7pp |
| Employer contribution / active EE | $974 | $4,333-77.5% | $3,680-73.5% | $4,876-80.0% |
| Participant deferral / active EE | $1,227 | $4,478-72.6% | $3,897-68.5% | $5,439-77.4% |
| Admin fee / account holder | $392 | $6,333-93.8% | $5,194-92.5% | $10,886-96.4% |