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 | $2,250 | $99,053-97.7% | $88,179-97.4% | $138,895-98.4% |
| Participation rate | 90.5% | 74.2%+16.2pp | 69.1%+21.3pp | 79.9%+10.6pp |
| Annual return | 57.42% | 78.17%-20.7pp | 64.97%-7.5pp | 145.39%-88.0pp |
| Employer contribution / active EE | $854 | $2,882-70.4% | $2,549-66.5% | $4,194-79.6% |
| Participant deferral / active EE | $1,319 | $5,225-74.7% | $4,614-71.4% | $6,396-79.4% |
| Admin fee / account holder | $407 | $8,748-95.4% | $7,673-94.7% | $12,562-96.8% |