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 | $24,923 | $104,479-76.1% | $159,474-84.4% | $79,391-68.6% |
| Participation rate | 83.9% | 76.6%+7.3pp | 82.8%+1.1pp | 70.7%+13.2pp |
| Annual return | 59.28% | 67.98%-8.7pp | 263.68%-204.4pp | 116.88%-57.6pp |
| Employer contribution / active EE | $2,842 | $3,417-16.8% | $4,831-41.2% | $2,428+17.1% |
| Participant deferral / active EE | $6,454 | $6,468-0.2% | $7,353-12.2% | $4,046+59.5% |
| Admin fee / account holder | $2,818 | $711+296.2% | $10,802-73.9% | $627+349.8% |