Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,821 | $101,591-79.5% | $147,096-85.8% | $74,429-72.0% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 19.81% | 8746.45%-8726.6pp | 419.75%-399.9pp | 1368.38%-1348.6pp |
| Employer contribution / active EE | $2,067 | $3,813-45.8% | $4,936-58.1% | $2,625-21.3% |
| Participant deferral / active EE | $3,570 | $7,302-51.1% | $8,071-55.8% | $4,348-17.9% |
| Admin fee / account holder | $1,352 | $1,750-22.7% | $13,005-89.6% | $1,944-30.4% |