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 | $6,237 | $125,193-95.0% | $105,591-94.1% | $145,978-95.7% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 10.96% | 225.53%-214.6pp | 116.43%-105.5pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,271 | $3,718-65.8% | $3,166-59.9% | $4,662-72.7% |
| Participant deferral / active EE | $1,667 | $5,708-70.8% | $5,008-66.7% | $6,690-75.1% |
| Admin fee / account holder | $735 | $17,277-95.7% | $11,024-93.3% | $13,400-94.5% |