Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,721 | $77,638-91.3% | $156,551-95.7% | $62,881-89.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.97% | 50.33%-40.4pp | 32.23%-22.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $911 | $3,444-73.5% | $5,501-83.4% | $2,281-60.0% |
| Participant deferral / active EE | $2,184 | $3,046-28.3% | $4,871-55.2% | $3,203-31.8% |
| Admin fee / account holder | $1,124 | $5,561-79.8% | $13,028-91.4% | $4,296-73.8% |