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 | $18,899 | $85,766-78.0% | $136,298-86.1% | $70,126-73.0% |
| Participation rate | 90.5% | 74.2%+16.3pp | 81.9%+8.6pp | 69.5%+20.9pp |
| Annual return | 18.98% | 31.46%-12.5pp | 5156.27%-5137.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $994 | $2,966-66.5% | $4,696-78.8% | $2,343-57.6% |
| Participant deferral / active EE | $3,798 | $5,051-24.8% | $6,247-39.2% | $3,332+14.0% |
| Admin fee / account holder | $2,283 | $5,421-57.9% | $9,244-75.3% | $4,645-50.9% |