Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,050 | $148,582-93.9% | $135,942-93.3% | $139,456-93.5% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 20.26% | 79.26%-59.0pp | 68.28%-48.0pp | 373.45%-353.2pp |
| Employer contribution / active EE | $1,173 | $5,245-77.6% | $4,858-75.9% | $4,753-75.3% |
| Participant deferral / active EE | $2,618 | $8,101-67.7% | $7,759-66.3% | $6,711-61.0% |
| Admin fee / account holder | $340 | $12,402-97.3% | $10,764-96.8% | $11,407-97.0% |