Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $5,243 | $106,905-95.1% | $84,020-93.8% | $152,885-96.6% |
| Participation rate | 78.9% | 75.2%+3.7pp | 69.0%+9.9pp | 82.5%-3.5pp |
| Annual return | 29.69% | 105.00%-75.3pp | 71.31%-41.6pp | 345.39%-315.7pp |
| Employer contribution / active EE | $553 | $2,735-79.8% | $1,984-72.1% | $4,763-88.4% |
| Participant deferral / active EE | $1,206 | $4,012-69.9% | $3,239-62.8% | $5,851-79.4% |
| Admin fee / account holder | $529 | $8,287-93.6% | $6,101-91.3% | $11,598-95.4% |