Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,957 | $232,540-98.7% | $185,117-98.4% | $147,586-98.0% |
| Participation rate | 70.6% | 82.4%-11.8pp | 77.3%-6.7pp | 82.8%-12.2pp |
| Annual return | 40.93% | 43.03%-2.1pp | 40.50%+0.4pp | 578.59%-537.7pp |
| Employer contribution / active EE | $626 | $5,195-88.0% | $4,182-85.0% | $4,876-87.2% |
| Participant deferral / active EE | $1,085 | $5,834-81.4% | $5,045-78.5% | $5,439-80.0% |
| Admin fee / account holder | $393 | $10,275-96.2% | $8,159-95.2% | $10,886-96.4% |