Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,257 | $160,028-89.8% | $147,080-88.9% | $145,884-88.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 28.48% | 98.60%-70.1pp | 420.17%-391.7pp | 551.85%-523.4pp |
| Employer contribution / active EE | $2,380 | $5,286-55.0% | $4,933-51.8% | $4,662-49.0% |
| Participant deferral / active EE | $3,829 | $8,422-54.5% | $8,066-52.5% | $6,690-42.8% |
| Admin fee / account holder | $8,983 | $15,030-40.2% | $12,989-30.8% | $13,392-32.9% |