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 | $5,987 | $75,832-92.1% | $147,618-95.9% | $59,633-90.0% |
| Participation rate | 92.3% | 71.6%+20.7pp | 84.6%+7.7pp | 68.7%+23.6pp |
| Annual return | 12.64% | 0.37%+12.3pp | 61.98%-49.3pp | 2041.40%-2028.8pp |
| Employer contribution / active EE | $850 | $3,485-75.6% | $5,565-84.7% | $2,203-61.4% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,422 | $5,986-76.2% | $11,612-87.8% | $4,297-66.9% |