Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,619 | $185,312-92.1% | $161,489-90.9% | $154,746-90.6% |
| Participation rate | 95.5% | 82.5%+13.0pp | 78.7%+16.8pp | 80.7%+14.8pp |
| Annual return | 17.71% | 103.84%-86.1pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,828 | $4,769-61.7% | $4,268-57.2% | $4,379-58.3% |
| Participant deferral / active EE | $4,561 | $6,350-28.2% | $5,630-19.0% | $6,730-32.2% |
| Admin fee / account holder | $6,725 | $18,654-63.9% | $16,006-58.0% | $14,365-53.2% |