Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,009 | $110,410-91.8% | $102,437-91.2% | $145,897-93.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 34.00% | 24.85%+9.1pp | 24.95%+9.1pp | 552.29%-518.3pp |
| Employer contribution / active EE | $1,890 | $4,217-55.2% | $3,871-51.2% | $4,663-59.5% |
| Participant deferral / active EE | $4,043 | $5,622-28.1% | $5,060-20.1% | $6,689-39.6% |
| Admin fee / account holder | $651 | $9,745-93.3% | $8,388-92.2% | $13,390-95.1% |