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 | $6,744 | $70,486-90.4% | $100,528-93.3% | $79,852-91.6% |
| Participation rate | 81.3% | 73.6%+7.6pp | 79.4%+1.8pp | 69.6%+11.6pp |
| Annual return | 193.75% | 21.90%+171.8pp | 30.90%+162.9pp | 31.72%+162.0pp |
| Employer contribution / active EE | $1,454 | $2,165-32.8% | $3,419-57.5% | $2,471-41.2% |
| Participant deferral / active EE | $2,981 | $5,182-42.5% | $6,271-52.5% | $3,740-20.3% |
| Admin fee / account holder | $348 | $4,480-92.2% | $8,084-95.7% | $5,306-93.4% |