Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,486 | $166,131-95.5% | $164,975-95.5% | $145,877-94.9% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.6%+0.3pp | 80.3%-1.4pp |
| Annual return | 15.21% | 100.37%-85.2pp | 70.12%-54.9pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,711 | $5,276-67.6% | $4,343-60.6% | $4,663-63.3% |
| Participant deferral / active EE | $2,620 | $6,962-62.4% | $6,033-56.6% | $6,691-60.8% |
| Admin fee / account holder | $760 | $16,648-95.4% | $12,688-94.0% | $13,402-94.3% |