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 | $13,649 | $102,429-86.7% | $147,096-90.7% | $80,925-83.1% |
| Participation rate | 78.1% | 75.9%+2.3pp | 82.2%-4.1pp | 67.7%+10.5pp |
| Annual return | 13.38% | 135.02%-121.6pp | 419.75%-406.4pp | 35.65%-22.3pp |
| Employer contribution / active EE | $2,242 | $3,716-39.7% | $4,936-54.6% | $2,756-18.7% |
| Participant deferral / active EE | $4,734 | $6,649-28.8% | $8,071-41.3% | $4,299+10.1% |
| Admin fee / account holder | $10,313 | $7,957+29.6% | $13,005-20.7% | $6,940+48.6% |