Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,556 | $202,463-95.3% | $169,397-94.4% | $139,487-93.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.56% | 532.64%-511.1pp | 406.23%-384.7pp | 373.84%-352.3pp |
| Employer contribution / active EE | $1,447 | $4,694-69.2% | $4,013-64.0% | $4,755-69.6% |
| Participant deferral / active EE | $3,997 | $6,941-42.4% | $6,223-35.8% | $6,713-40.5% |
| Admin fee / account holder | $3,669 | $10,726-65.8% | $9,017-59.3% | $11,407-67.8% |