Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,520 | $91,559-69.9% | $133,971-79.5% | $79,852-65.5% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | 21.14% | 61.85%-40.7pp | 45.09%-24.0pp | 31.72%-10.6pp |
| Employer contribution / active EE | $5,215 | $2,384+118.8% | $3,919+33.1% | $2,471+111.0% |
| Participant deferral / active EE | $8,755 | $3,734+134.5% | $5,047+73.5% | $3,740+134.1% |
| Admin fee / account holder | $2,737 | $6,321-56.7% | $8,929-69.4% | $5,306-48.4% |