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 | $6,916 | $81,331-91.5% | $155,534-95.6% | $80,935-91.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.72% | 33.37%-16.7pp | 64.92%-48.2pp | 35.66%-18.9pp |
| Employer contribution / active EE | $1,601 | $3,105-48.4% | $4,675-65.8% | $2,757-41.9% |
| Participant deferral / active EE | $3,258 | $3,454-5.7% | $5,630-42.1% | $4,299-24.2% |
| Admin fee / account holder | $364 | $7,999-95.5% | $15,900-97.7% | $6,924-94.7% |