Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,659 | $99,053-95.3% | $88,179-94.7% | $138,895-96.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.1%+16.6pp | 79.9%+5.8pp |
| Annual return | 20.71% | 78.17%-57.5pp | 64.97%-44.3pp | 145.39%-124.7pp |
| Employer contribution / active EE | $836 | $2,882-71.0% | $2,549-67.2% | $4,194-80.1% |
| Participant deferral / active EE | $1,705 | $5,225-67.4% | $4,614-63.0% | $6,396-73.3% |
| Admin fee / account holder | $2,779 | $8,748-68.2% | $7,673-63.8% | $12,562-77.9% |