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 | $15,533 | $209,422-92.6% | $178,503-91.3% | $158,982-90.2% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 9.86% | 188.81%-178.9pp | 151.12%-141.3pp | 302.99%-293.1pp |
| Employer contribution / active EE | $1,912 | $5,707-66.5% | $5,011-61.8% | $4,763-59.9% |
| Participant deferral / active EE | $3,020 | $5,955-49.3% | $5,202-42.0% | $5,983-49.5% |
| Admin fee / account holder | $6,403 | $17,079-62.5% | $13,987-54.2% | $11,252-43.1% |