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 | $4,539 | $180,749-97.5% | $160,784-97.2% | $137,256-96.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.52% | 2234.46%-2213.9pp | 1803.92%-1783.4pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,769 | $4,155-57.4% | $3,733-52.6% | $4,156-57.4% |
| Participant deferral / active EE | $3,286 | $6,844-52.0% | $6,293-47.8% | $6,407-48.7% |
| Admin fee / account holder | $2,428 | $10,397-76.6% | $9,717-75.0% | $12,270-80.2% |