Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,570 | $185,856-86.2% | $170,028-85.0% | $139,456-81.7% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 20.32% | 60.52%-40.2pp | 53.39%-33.1pp | 373.45%-353.1pp |
| Employer contribution / active EE | $2,922 | $7,593-61.5% | $6,788-56.9% | $4,753-38.5% |
| Participant deferral / active EE | $3,984 | $11,623-65.7% | $10,409-61.7% | $6,711-40.6% |
| Admin fee / account holder | $2,362 | $15,387-84.7% | $12,820-81.6% | $11,407-79.3% |