Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,062 | $108,882-94.4% | $96,754-93.7% | $154,746-96.1% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 20.28% | 98.39%-78.1pp | 82.04%-61.8pp | 172.34%-152.1pp |
| Employer contribution / active EE | $692 | $3,018-77.1% | $2,679-74.2% | $4,379-84.2% |
| Participant deferral / active EE | $1,151 | $5,323-78.4% | $4,758-75.8% | $6,730-82.9% |
| Admin fee / account holder | $393 | $10,200-96.2% | $8,905-95.6% | $14,365-97.3% |