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 | $5,364 | $149,778-96.4% | $118,946-95.5% | $158,966-96.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 41.35% | 19.95%+21.4pp | 35.89%+5.5pp | 302.95%-261.6pp |
| Employer contribution / active EE | $1,076 | $4,117-73.9% | $3,263-67.0% | $4,762-77.4% |
| Participant deferral / active EE | $1,468 | $5,225-71.9% | $4,266-65.6% | $5,983-75.5% |
| Admin fee / account holder | $326 | $8,604-96.2% | $6,581-95.0% | $11,250-97.1% |