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 | $1,913 | $103,008-98.1% | $90,304-97.9% | $152,897-98.7% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 28.95% | 95.22%-66.3pp | 78.13%-49.2pp | 345.43%-316.5pp |
| Employer contribution / active EE | $734 | $3,139-76.6% | $2,855-74.3% | $4,764-84.6% |
| Participant deferral / active EE | $1,151 | $4,281-73.1% | $3,885-70.4% | $5,851-80.3% |
| Admin fee / account holder | $332 | $6,175-94.6% | $5,354-93.8% | $11,599-97.1% |