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 | $3,943 | $39,036-89.9% | $80,784-95.1% | $85,851-95.4% |
| Participation rate | 89.2% | 41.6%+47.6pp | 54.2%+35.0pp | 69.3%+19.9pp |
| Annual return | 23.00% | 26.31%-3.3pp | 87.31%-64.3pp | 318.63%-295.6pp |
| Employer contribution / active EE | $710 | $722-1.7% | $1,160-38.8% | $2,565-72.3% |
| Participant deferral / active EE | $1,651 | $1,326+24.5% | $2,145-23.0% | $3,952-58.2% |
| Admin fee / account holder | $376 | $2,429-84.5% | $3,380-88.9% | $6,261-94.0% |