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 | $17,557 | $150,447-88.3% | $136,298-87.1% | $147,586-88.1% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 26.23% | 1049.15%-1022.9pp | 5156.27%-5130.0pp | 578.59%-552.4pp |
| Employer contribution / active EE | $2,369 | $5,256-54.9% | $4,696-49.6% | $4,876-51.4% |
| Participant deferral / active EE | $4,179 | $6,631-37.0% | $6,247-33.1% | $5,439-23.2% |
| Admin fee / account holder | $1,734 | $10,906-84.1% | $9,244-81.2% | $10,886-84.1% |