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 | $7,958 | $111,814-92.9% | $103,378-92.3% | $145,978-94.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.38% | 24.80%-11.4pp | 24.91%-11.5pp | 550.52%-537.1pp |
| Employer contribution / active EE | $2,141 | $4,215-49.2% | $3,870-44.7% | $4,662-54.1% |
| Participant deferral / active EE | $5,733 | $5,618+2.0% | $5,058+13.3% | $6,690-14.3% |
| Admin fee / account holder | $2,049 | $9,764-79.0% | $8,401-75.6% | $13,400-84.7% |