Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,261 | $96,630-93.5% | $86,605-92.8% | $139,427-95.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.46% | 106.48%-93.0pp | 591.39%-577.9pp | 373.27%-359.8pp |
| Employer contribution / active EE | $796 | $3,264-75.6% | $3,023-73.7% | $4,752-83.2% |
| Participant deferral / active EE | $1,172 | $4,836-75.8% | $4,438-73.6% | $6,711-82.5% |
| Admin fee / account holder | $1,163 | $6,405-81.8% | $5,611-79.3% | $11,404-89.8% |