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 | $4,639 | $97,125-95.2% | $86,233-94.6% | $137,256-96.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.03% | 74.19%-60.2pp | 61.39%-47.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,144 | $2,841-24.5% | $2,504-14.4% | $4,156-48.4% |
| Participant deferral / active EE | $4,405 | $5,180-15.0% | $4,559-3.4% | $6,407-31.2% |
| Admin fee / account holder | $1,775 | $9,725-81.7% | $8,342-78.7% | $12,270-85.5% |