Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,150 | $106,247-95.2% | $96,515-94.7% | $139,466-96.3% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.3%+9.9pp | 80.3%+3.9pp |
| Annual return | 23.21% | 38.47%-15.3pp | 35.73%-12.5pp | 373.66%-350.5pp |
| Employer contribution / active EE | $1,682 | $4,106-59.0% | $3,740-55.0% | $4,754-64.6% |
| Participant deferral / active EE | $2,123 | $5,456-61.1% | $4,880-56.5% | $6,712-68.4% |
| Admin fee / account holder | $683 | $7,885-91.3% | $6,735-89.9% | $11,409-94.0% |