Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,749 | $102,385-78.8% | $147,080-85.2% | $80,935-73.1% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 15.28% | 135.09%-119.8pp | 420.17%-404.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $3,203 | $3,717-13.8% | $4,933-35.1% | $2,757+16.2% |
| Participant deferral / active EE | $6,198 | $6,651-6.8% | $8,066-23.2% | $4,299+44.1% |
| Admin fee / account holder | $2,237 | $7,951-71.9% | $12,989-82.8% | $6,924-67.7% |