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 | $24,801 | $217,427-88.6% | $185,837-86.7% | $167,518-85.2% |
| Participation rate | 79.2% | 86.0%-6.9pp | 81.7%-2.5pp | 82.1%-2.9pp |
| Annual return | 15.11% | 148.39%-133.3pp | 122.08%-107.0pp | 478.71%-463.6pp |
| Employer contribution / active EE | $1,801 | $5,874-69.3% | $5,168-65.1% | $4,838-62.8% |
| Participant deferral / active EE | $3,710 | $6,357-41.6% | $5,568-33.4% | $6,342-41.5% |
| Admin fee / account holder | $1,207 | $19,816-93.9% | $16,241-92.6% | $12,312-90.2% |