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 | $1,893 | $88,815-97.9% | $81,882-97.7% | $145,897-98.7% |
| Participation rate | 93.8% | 75.1%+18.7pp | 72.4%+21.4pp | 80.3%+13.4pp |
| Annual return | 13.85% | 1033.75%-1019.9pp | 779.47%-765.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $420 | $3,086-86.4% | $2,916-85.6% | $4,663-91.0% |
| Participant deferral / active EE | $722 | $4,647-84.5% | $4,323-83.3% | $6,689-89.2% |
| Admin fee / account holder | $384 | $8,434-95.4% | $7,360-94.8% | $13,390-97.1% |