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 | $7,512 | $103,000-92.7% | $90,300-91.7% | $152,885-95.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 10.79% | 95.19%-84.4pp | 78.11%-67.3pp | 345.39%-334.6pp |
| Employer contribution / active EE | $1,340 | $3,138-57.3% | $2,854-53.1% | $4,763-71.9% |
| Participant deferral / active EE | $772 | $4,281-82.0% | $3,884-80.1% | $5,851-86.8% |
| Admin fee / account holder | $1,268 | $6,173-79.5% | $5,353-76.3% | $11,598-89.1% |