Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,915 | $98,776-77.8% | $149,745-85.4% | $79,856-72.6% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.4pp |
| Annual return | 22.07% | 27.38%-5.3pp | 276.72%-254.7pp | 31.71%-9.6pp |
| Employer contribution / active EE | $2,843 | $3,217-11.6% | $4,646-38.8% | $2,471+15.0% |
| Participant deferral / active EE | $5,106 | $5,681-10.1% | $6,843-25.4% | $3,741+36.5% |
| Admin fee / account holder | $453 | $6,053-92.5% | $9,312-95.1% | $5,306-91.5% |