Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $29,239 | $197,637-85.2% | $177,848-83.6% | $158,982-81.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 23.52% | 58.77%-35.2pp | 48.33%-24.8pp | 302.99%-279.5pp |
| Employer contribution / active EE | $2,173 | $6,698-67.6% | $5,919-63.3% | $4,763-54.4% |
| Participant deferral / active EE | $3,152 | $8,405-62.5% | $7,714-59.1% | $5,983-47.3% |
| Admin fee / account holder | $438 | $15,406-97.2% | $12,431-96.5% | $11,252-96.1% |