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 | $9,939 | $211,224-95.3% | $178,505-94.4% | $145,897-93.2% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 16.43% | 30.28%-13.9pp | 27.16%-10.7pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,081 | $4,577-76.4% | $3,955-72.7% | $4,663-76.8% |
| Participant deferral / active EE | $1,408 | $6,966-79.8% | $6,280-77.6% | $6,689-79.0% |
| Admin fee / account holder | $566 | $12,109-95.3% | $10,428-94.6% | $13,390-95.8% |