Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,080 | $165,939-92.1% | $122,354-89.3% | $147,586-91.1% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 10.86% | 34.56%-23.7pp | 30.28%-19.4pp | 578.59%-567.7pp |
| Employer contribution / active EE | $1,493 | $5,754-74.0% | $4,051-63.1% | $4,876-69.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,252 | $7,425+24.6% | $5,479+68.9% | $10,886-15.0% |