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 | $14,227 | $183,627-92.3% | $155,602-90.9% | $145,978-90.3% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 11.92% | 61.32%-49.4pp | 64.81%-52.9pp | 550.52%-538.6pp |
| Employer contribution / active EE | $1,829 | $5,316-65.6% | $4,675-60.9% | $4,662-60.8% |
| Participant deferral / active EE | $3,625 | $6,466-43.9% | $5,629-35.6% | $6,690-45.8% |
| Admin fee / account holder | $835 | $19,327-95.7% | $15,923-94.8% | $13,400-93.8% |