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 | $19,984 | $102,382-80.5% | $147,005-86.4% | $80,874-75.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.73% | 134.89%-116.2pp | 418.76%-400.0pp | 35.62%-16.9pp |
| Employer contribution / active EE | $3,725 | $3,715+0.3% | $4,934-24.5% | $2,756+35.2% |
| Participant deferral / active EE | $6,627 | $6,646-0.3% | $8,070-17.9% | $4,297+54.2% |
| Admin fee / account holder | $2,179 | $7,942-72.6% | $13,006-83.2% | $6,935-68.6% |