Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,675 | $175,231-91.1% | $149,696-89.5% | $139,466-88.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 13.94% | 166.77%-152.8pp | 134.46%-120.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $1,125 | $5,478-79.5% | $4,821-76.7% | $4,754-76.3% |
| Participant deferral / active EE | $4,535 | $6,521-30.5% | $5,682-20.2% | $6,712-32.4% |
| Admin fee / account holder | $9,884 | $16,155-38.8% | $13,212-25.2% | $11,409-13.4% |