Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,952 | $105,284-87.7% | $150,734-91.4% | $94,015-86.2% |
| Participation rate | 94.1% | 71.7%+22.4pp | 78.4%+15.7pp | 70.8%+23.3pp |
| Annual return | 16.94% | 15.67%+1.3pp | 600.81%-583.9pp | 17.84%-0.9pp |
| Employer contribution / active EE | $1,750 | $3,599-51.4% | $4,918-64.4% | $2,790-37.3% |
| Participant deferral / active EE | $2,721 | $4,274-36.3% | $5,610-51.5% | $4,249-36.0% |
| Admin fee / account holder | $340 | $9,839-96.5% | $14,905-97.7% | $8,951-96.2% |