Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,767 | $121,701-95.3% | $104,639-94.5% | $158,982-96.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 20.51% | 465.72%-445.2pp | 340.67%-320.2pp | 302.99%-282.5pp |
| Employer contribution / active EE | $1,930 | $3,165-39.0% | $2,682-28.0% | $4,763-59.5% |
| Participant deferral / active EE | $3,509 | $4,176-16.0% | $3,738-6.1% | $5,983-41.4% |
| Admin fee / account holder | $628 | $7,778-91.9% | $6,465-90.3% | $11,252-94.4% |