Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,281 | $106,280-92.2% | $96,538-91.4% | $139,487-94.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.48%-38.5pp | 35.74%-35.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $6,915 | $4,107+68.4% | $3,740+84.9% | $4,755+45.4% |
| Participant deferral / active EE | $1,397 | $5,457-74.4% | $4,880-71.4% | $6,713-79.2% |
| Admin fee / account holder | $811 | $7,888-89.7% | $6,737-88.0% | $11,407-92.9% |