Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,435 | $176,105-89.0% | $159,474-87.8% | $167,536-88.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.04% | 331.91%-305.9pp | 263.68%-237.6pp | 478.82%-452.8pp |
| Employer contribution / active EE | $2,666 | $5,299-49.7% | $4,831-44.8% | $4,839-44.9% |
| Participant deferral / active EE | $7,885 | $7,751+1.7% | $7,353+7.2% | $6,342+24.3% |
| Admin fee / account holder | $5,474 | $12,559-56.4% | $10,802-49.3% | $12,315-55.5% |