Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,382 | $96,136-83.0% | $135,987-88.0% | $80,925-79.8% |
| Participation rate | 80.5% | 71.2%+9.3pp | 76.4%+4.1pp | 67.7%+12.9pp |
| Annual return | 42.21% | 28.70%+13.5pp | 580.01%-537.8pp | 35.65%+6.6pp |
| Employer contribution / active EE | $1,775 | $3,350-47.0% | $4,214-57.9% | $2,756-35.6% |
| Participant deferral / active EE | $4,338 | $5,706-24.0% | $7,027-38.3% | $4,299+0.9% |
| Admin fee / account holder | $1,552 | $8,236-81.2% | $6,716-76.9% | $6,940-77.6% |