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 | $8,933 | $85,766-89.6% | $136,298-93.4% | $70,126-87.3% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 70.08% | 31.46%+38.6pp | 5156.27%-5086.2pp | 73.15%-3.1pp |
| Employer contribution / active EE | $677 | $2,966-77.2% | $4,696-85.6% | $2,343-71.1% |
| Participant deferral / active EE | $3,020 | $5,051-40.2% | $6,247-51.7% | $3,332-9.3% |
| Admin fee / account holder | $635 | $5,421-88.3% | $9,244-93.1% | $4,645-86.3% |