Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,027 | $61,125-91.8% | $94,057-94.7% | $87,485-94.3% |
| Participation rate | 76.9% | 64.1%+12.9pp | 73.3%+3.6pp | 68.9%+8.0pp |
| Annual return | 21.32% | 35.20%-13.9pp | 480.62%-459.3pp | 26.06%-4.7pp |
| Employer contribution / active EE | $252 | $2,136-88.2% | $2,933-91.4% | $2,596-90.3% |
| Participant deferral / active EE | $800 | $3,260-75.4% | $4,709-83.0% | $4,274-81.3% |
| Admin fee / account holder | $414 | $5,629-92.6% | $7,244-94.3% | $7,775-94.7% |