Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,597 | $180,459-85.8% | $154,108-83.4% | $135,380-81.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 8.63% | 888.21%-879.6pp | 735.21%-726.6pp | 519.81%-511.2pp |
| Employer contribution / active EE | $2,025 | $6,035-66.5% | $5,298-61.8% | $4,779-57.6% |
| Participant deferral / active EE | $3,117 | $5,806-46.3% | $5,081-38.7% | $5,609-44.4% |
| Admin fee / account holder | $1,251 | $16,145-92.3% | $13,411-90.7% | $10,828-88.5% |