Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,592 | $185,883-94.3% | $170,043-93.8% | $139,466-92.4% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 24.04% | 60.54%-36.5pp | 53.40%-29.4pp | 373.66%-349.6pp |
| Employer contribution / active EE | $2,556 | $7,596-66.4% | $6,790-62.4% | $4,754-46.2% |
| Participant deferral / active EE | $5,357 | $11,626-53.9% | $10,410-48.5% | $6,712-20.2% |
| Admin fee / account holder | $852 | $15,393-94.5% | $12,824-93.4% | $11,409-92.5% |