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 | $14,444 | $157,829-90.8% | $136,867-89.4% | $198,609-92.7% |
| Participation rate | 88.9% | 77.2%+11.7pp | 74.5%+14.3pp | 82.4%+6.5pp |
| Annual return | 17.68% | 51.25%-33.6pp | 42.97%-25.3pp | 202.70%-185.0pp |
| Employer contribution / active EE | $1,939 | $3,923-50.6% | $3,547-45.3% | $5,055-61.6% |
| Participant deferral / active EE | $3,444 | $5,463-37.0% | $4,924-30.1% | $6,977-50.6% |
| Admin fee / account holder | $524 | $11,107-95.3% | $10,340-94.9% | $19,030-97.2% |