Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,896 | $159,978-91.9% | $147,041-91.2% | $145,978-91.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 9.78% | 98.36%-88.6pp | 419.21%-409.4pp | 550.52%-540.7pp |
| Employer contribution / active EE | $3,407 | $5,288-35.6% | $4,935-31.0% | $4,662-26.9% |
| Participant deferral / active EE | $5,495 | $8,429-34.8% | $8,071-31.9% | $6,690-17.9% |
| Admin fee / account holder | $10,141 | $15,053-32.6% | $13,006-22.0% | $13,400-24.3% |