Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,507 | $185,883-90.6% | $170,043-89.7% | $139,466-87.4% |
| Participation rate | 91.3% | 87.8%+3.5pp | 87.0%+4.3pp | 80.3%+11.0pp |
| Annual return | 22.50% | 60.54%-38.0pp | 53.40%-30.9pp | 373.66%-351.2pp |
| Employer contribution / active EE | $2,461 | $7,596-67.6% | $6,790-63.7% | $4,754-48.2% |
| Participant deferral / active EE | $4,273 | $11,626-63.2% | $10,410-59.0% | $6,712-36.3% |
| Admin fee / account holder | $992 | $15,393-93.6% | $12,824-92.3% | $11,409-91.3% |