Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,730 | $102,696-93.4% | $86,235-92.2% | $139,487-95.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.77% | 1925.91%-1909.1pp | 1170.03%-1153.3pp | 373.84%-357.1pp |
| Employer contribution / active EE | $1,118 | $3,034-63.2% | $2,381-53.1% | $4,755-76.5% |
| Participant deferral / active EE | $1,831 | $4,679-60.9% | $3,987-54.1% | $6,713-72.7% |
| Admin fee / account holder | $790 | $8,667-90.9% | $6,856-88.5% | $11,407-93.1% |