Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,931 | $48,053-85.6% | $84,637-91.8% | $72,976-90.5% |
| Participation rate | 92.3% | 57.6%+34.7pp | 68.2%+24.1pp | 69.5%+22.8pp |
| Annual return | 21.57% | 37.39%-15.8pp | 258.82%-237.3pp | 81.02%-59.4pp |
| Employer contribution / active EE | $1,146 | $1,602-28.4% | $2,653-56.8% | $2,440-53.0% |
| Participant deferral / active EE | $2,121 | $2,681-20.9% | $3,900-45.6% | $3,608-41.2% |
| Admin fee / account holder | $676 | $3,395-80.1% | $4,914-86.3% | $5,124-86.8% |