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 | $3,869 | $125,778-96.9% | $114,563-96.6% | $154,746-97.5% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.9%+8.9pp | 80.7%+1.1pp |
| Annual return | 35.27% | 295.14%-259.9pp | 241.09%-205.8pp | 172.34%-137.1pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,394 | $4,445-68.6% | $4,142-66.4% | $6,730-79.3% |
| Admin fee / account holder | $2,471 | $8,190-69.8% | $7,623-67.6% | $14,365-82.8% |