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 | $3,534 | $111,878-96.8% | $93,727-96.2% | $145,897-97.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 13.99% | 204.28%-190.3pp | 133.83%-119.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $779 | $3,092-74.8% | $2,421-67.8% | $4,663-83.3% |
| Participant deferral / active EE | $1,617 | $4,920-67.1% | $4,417-63.4% | $6,689-75.8% |
| Admin fee / account holder | $373 | $10,256-96.4% | $8,292-95.5% | $13,390-97.2% |