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 | $19,006 | $150,207-87.3% | $120,380-84.2% | $145,978-87.0% |
| Participation rate | 72.7% | 78.8%-6.0pp | 71.9%+0.8pp | 80.3%-7.6pp |
| Annual return | 23.54% | 154.28%-130.7pp | 107.28%-83.7pp | 550.52%-527.0pp |
| Employer contribution / active EE | $2,966 | $4,351-31.8% | $3,465-14.4% | $4,662-36.4% |
| Participant deferral / active EE | $5,315 | $6,175-13.9% | $4,992+6.5% | $6,690-20.5% |
| Admin fee / account holder | $309 | $12,203-97.5% | $9,421-96.7% | $13,400-97.7% |