Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,025 | $150,346-87.3% | $120,524-84.2% | $145,877-87.0% |
| Participation rate | 71.4% | 78.8%-7.4pp | 71.9%-0.5pp | 80.3%-8.9pp |
| Annual return | 30.34% | 154.40%-124.1pp | 107.36%-77.0pp | 551.28%-520.9pp |
| Employer contribution / active EE | $4,075 | $4,353-6.4% | $3,469+17.5% | $4,663-12.6% |
| Participant deferral / active EE | $7,090 | $6,172+14.9% | $4,994+42.0% | $6,691+6.0% |
| Admin fee / account holder | $2,884 | $12,215-76.4% | $9,440-69.4% | $13,402-78.5% |