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 | $25,799 | $79,169-67.4% | $100,415-74.3% | $74,478-65.4% |
| Participation rate | 92.3% | 79.4%+12.9pp | 81.5%+10.8pp | 67.2%+25.1pp |
| Annual return | 84.67% | 20.51%+64.2pp | 49.47%+35.2pp | 1370.56%-1285.9pp |
| Employer contribution / active EE | $2,581 | $3,017-14.5% | $3,943-34.5% | $2,626-1.7% |
| Participant deferral / active EE | $11,300 | $7,751+45.8% | $8,091+39.7% | $4,350+159.8% |
| Admin fee / account holder | $2,151 | $1,337+60.9% | $7,906-72.8% | $1,946+10.6% |