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 | $4,679 | $132,634-96.5% | $115,768-96.0% | $137,256-96.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 24.74% | 160.70%-136.0pp | 100.46%-75.7pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,613 | $3,360-52.0% | $2,940-45.1% | $4,156-61.2% |
| Participant deferral / active EE | $2,587 | $5,619-54.0% | $4,917-47.4% | $6,407-59.6% |
| Admin fee / account holder | $680 | $15,028-95.5% | $12,439-94.5% | $12,270-94.5% |