Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,826 | $183,988-93.6% | $162,177-92.7% | $152,897-92.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 24.78% | 150.79%-126.0pp | 115.60%-90.8pp | 345.43%-320.6pp |
| Employer contribution / active EE | $1,868 | $6,370-70.7% | $5,613-66.7% | $4,764-60.8% |
| Participant deferral / active EE | $3,970 | $8,032-50.6% | $7,297-45.6% | $5,851-32.1% |
| Admin fee / account holder | $2,008 | $13,123-84.7% | $10,843-81.5% | $11,599-82.7% |