Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,580 | $64,324-82.0% | $118,914-90.3% | $79,856-85.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 33.41% | 86.45%-53.0pp | 35.89%-2.5pp | 31.71%+1.7pp |
| Employer contribution / active EE | $1,189 | $1,836-35.2% | $3,264-63.6% | $2,471-51.9% |
| Participant deferral / active EE | $4,507 | $2,824+59.6% | $4,266+5.6% | $3,741+20.5% |
| Admin fee / account holder | $1,332 | $4,040-67.0% | $6,582-79.8% | $5,306-74.9% |