Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,570 | $148,623-92.2% | $135,974-91.5% | $139,466-91.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 31.19% | 79.30%-48.1pp | 68.30%-37.1pp | 373.66%-342.5pp |
| Employer contribution / active EE | $2,954 | $5,246-43.7% | $4,859-39.2% | $4,754-37.9% |
| Participant deferral / active EE | $3,554 | $8,103-56.1% | $7,760-54.2% | $6,712-47.0% |
| Admin fee / account holder | $968 | $12,406-92.2% | $10,767-91.0% | $11,409-91.5% |