Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $33,940 | $171,492-80.2% | $150,734-77.5% | $198,609-82.9% |
| Participation rate | 87.5% | 81.4%+6.1pp | 78.4%+9.1pp | 82.4%+5.1pp |
| Annual return | 18.67% | 804.70%-786.0pp | 600.81%-582.1pp | 202.70%-184.0pp |
| Employer contribution / active EE | $1,916 | $5,470-65.0% | $4,918-61.1% | $5,055-62.1% |
| Participant deferral / active EE | $3,548 | $6,259-43.3% | $5,610-36.8% | $6,977-49.1% |
| Admin fee / account holder | $341 | $17,628-98.1% | $14,905-97.7% | $19,030-98.2% |