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 | $3,872 | $97,125-96.0% | $86,233-95.5% | $137,256-97.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 36.23% | 74.19%-38.0pp | 61.39%-25.2pp | 220.34%-184.1pp |
| Employer contribution / active EE | $721 | $2,841-74.6% | $2,504-71.2% | $4,156-82.7% |
| Participant deferral / active EE | $1,281 | $5,180-75.3% | $4,559-71.9% | $6,407-80.0% |
| Admin fee / account holder | $374 | $9,725-96.2% | $8,342-95.5% | $12,270-97.0% |