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 | $3,158 | $52,380-94.0% | $98,755-96.8% | $85,856-96.3% |
| Participation rate | 91.7% | 58.0%+33.7pp | 65.7%+25.9pp | 69.3%+22.3pp |
| Annual return | 20.50% | 25.82%-5.3pp | 49.91%-29.4pp | 318.58%-298.1pp |
| Employer contribution / active EE | $736 | $1,337-45.0% | $2,067-64.4% | $2,565-71.3% |
| Participant deferral / active EE | $1,728 | $2,101-17.8% | $3,035-43.1% | $3,952-56.3% |
| Admin fee / account holder | $445 | $3,865-88.5% | $4,076-89.1% | $6,261-92.9% |