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 | $5,822 | $129,737-95.5% | $119,126-95.1% | $154,746-96.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.34% | 379.08%-361.7pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,774 | $4,375-59.5% | $4,034-56.0% | $4,379-59.5% |
| Participant deferral / active EE | $2,048 | $5,842-64.9% | $5,318-61.5% | $6,730-69.6% |
| Admin fee / account holder | $1,320 | $11,961-89.0% | $10,693-87.7% | $14,365-90.8% |