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 | $6,198 | $111,830-94.5% | $93,696-93.4% | $145,884-95.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.56% | 204.08%-183.5pp | 133.74%-113.2pp | 551.85%-531.3pp |
| Employer contribution / active EE | $696 | $3,093-77.5% | $2,422-71.3% | $4,662-85.1% |
| Participant deferral / active EE | $4,932 | $4,920+0.2% | $4,417+11.7% | $6,690-26.3% |
| Admin fee / account holder | $2,807 | $10,249-72.6% | $8,287-66.1% | $13,392-79.0% |