Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,139 | $156,927-98.0% | $121,169-97.4% | $139,456-97.7% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 20.83% | 1475.85%-1455.0pp | 986.71%-965.9pp | 373.45%-352.6pp |
| Employer contribution / active EE | $858 | $5,542-84.5% | $4,168-79.4% | $4,753-81.9% |
| Participant deferral / active EE | $1,030 | $4,848-78.7% | $4,083-74.8% | $6,711-84.6% |
| Admin fee / account holder | $1,095 | $6,946-84.2% | $5,645-80.6% | $11,407-90.4% |