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 | $18,709 | $171,492-89.1% | $150,734-87.6% | $198,609-90.6% |
| Participation rate | 89.5% | 81.4%+8.1pp | 78.4%+11.0pp | 82.4%+7.1pp |
| Annual return | 18.74% | 804.70%-786.0pp | 600.81%-582.1pp | 202.70%-184.0pp |
| Employer contribution / active EE | $3,201 | $5,470-41.5% | $4,918-34.9% | $5,055-36.7% |
| Participant deferral / active EE | $5,743 | $6,259-8.3% | $5,610+2.4% | $6,977-17.7% |
| Admin fee / account holder | $412 | $17,628-97.7% | $14,905-97.2% | $19,030-97.8% |