Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,387 | $156,927-96.6% | $121,169-95.6% | $139,456-96.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.99% | 1475.85%-1452.9pp | 986.71%-963.7pp | 373.45%-350.5pp |
| Employer contribution / active EE | $1,924 | $5,542-65.3% | $4,168-53.8% | $4,753-59.5% |
| Participant deferral / active EE | $3,765 | $4,848-22.3% | $4,083-7.8% | $6,711-43.9% |
| Admin fee / account holder | $773 | $6,946-88.9% | $5,645-86.3% | $11,407-93.2% |