Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,287 | $227,399-91.1% | $189,758-89.3% | $198,609-89.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 79.8%+9.1pp | 82.4%+6.5pp |
| Annual return | 19.99% | 61.03%-41.0pp | 52.62%-32.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $1,996 | $5,526-63.9% | $4,767-58.1% | $5,055-60.5% |
| Participant deferral / active EE | $4,873 | $6,837-28.7% | $5,856-16.8% | $6,977-30.2% |
| Admin fee / account holder | $11,528 | $25,162-54.2% | $20,388-43.5% | $19,030-39.4% |