Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,303 | $105,210-94.0% | $159,487-96.0% | $85,851-92.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.4pp | 69.3%+26.9pp |
| Annual return | 63.83% | 45.08%+18.7pp | 263.71%-199.9pp | 318.63%-254.8pp |
| Employer contribution / active EE | $1,621 | $3,319-51.2% | $4,831-66.5% | $2,565-36.8% |
| Participant deferral / active EE | $4,399 | $5,946-26.0% | $7,354-40.2% | $3,952+11.3% |
| Admin fee / account holder | $431 | $6,934-93.8% | $10,804-96.0% | $6,261-93.1% |