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 | $15,415 | $93,598-83.5% | $135,974-88.7% | $75,173-79.5% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 119.19% | 30.89%+88.3pp | 68.30%+50.9pp | 160.72%-41.5pp |
| Employer contribution / active EE | $2,715 | $3,538-23.3% | $4,859-44.1% | $2,671+1.7% |
| Participant deferral / active EE | $6,745 | $6,405+5.3% | $7,760-13.1% | $4,126+63.5% |
| Admin fee / account holder | $1,184 | $6,978-83.0% | $10,767-89.0% | $5,651-79.0% |