Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,229 | $63,365-88.6% | $91,994-92.1% | $72,976-90.1% |
| Participation rate | 93.8% | 72.5%+21.2pp | 78.6%+15.1pp | 69.5%+24.3pp |
| Annual return | 57.15% | 35.35%+21.8pp | 69.04%-11.9pp | 81.02%-23.9pp |
| Employer contribution / active EE | $1,122 | $2,116-47.0% | $3,453-67.5% | $2,440-54.0% |
| Participant deferral / active EE | $6,396 | $4,883+31.0% | $5,924+8.0% | $3,608+77.3% |
| Admin fee / account holder | $468 | $4,670-90.0% | $7,744-94.0% | $5,124-90.9% |