Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,437 | $50,082-87.1% | $93,515-93.1% | $79,856-91.9% |
| Participation rate | 84.0% | 60.9%+23.1pp | 66.8%+17.2pp | 69.6%+14.4pp |
| Annual return | 16.83% | 24.59%-7.8pp | 78.21%-61.4pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,068 | $1,303+58.7% | $2,077-0.4% | $2,471-16.3% |
| Participant deferral / active EE | $2,273 | $2,212+2.7% | $3,129-27.3% | $3,741-39.2% |
| Admin fee / account holder | $513 | $3,454-85.1% | $5,235-90.2% | $5,306-90.3% |