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 | $2,963 | $103,038-97.1% | $90,324-96.7% | $152,909-98.1% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 36.64% | 95.25%-58.6pp | 78.15%-41.5pp | 345.46%-308.8pp |
| Employer contribution / active EE | $1,035 | $3,141-67.1% | $2,856-63.8% | $4,764-78.3% |
| Participant deferral / active EE | $1,696 | $4,282-60.4% | $3,885-56.4% | $5,851-71.0% |
| Admin fee / account holder | $848 | $6,177-86.3% | $5,356-84.2% | $11,601-92.7% |