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 | $19,014 | $102,422-81.4% | $147,117-87.1% | $80,959-76.5% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 14.53% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,972 | $3,717-20.1% | $4,932-39.8% | $2,757+7.8% |
| Participant deferral / active EE | $4,854 | $6,652-27.0% | $8,065-39.8% | $4,300+12.9% |
| Admin fee / account holder | $3,672 | $7,953-53.8% | $12,993-71.7% | $6,925-47.0% |