Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,927 | $96,388-93.9% | $80,627-92.6% | $139,466-95.8% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 26.14% | 1352.08%-1325.9pp | 936.76%-910.6pp | 373.66%-347.5pp |
| Employer contribution / active EE | $1,986 | $3,260-39.1% | $2,723-27.1% | $4,754-58.2% |
| Participant deferral / active EE | $2,455 | $5,224-53.0% | $4,443-44.7% | $6,712-63.4% |
| Admin fee / account holder | $2,227 | $6,603-66.3% | $5,381-58.6% | $11,409-80.5% |