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 | $7,164 | $60,349-88.1% | $74,184-90.3% | $62,881-88.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 78.36% | 21.38%+57.0pp | 17.74%+60.6pp | 20.14%+58.2pp |
| Employer contribution / active EE | $2,930 | $1,680+74.4% | $2,370+23.6% | $2,281+28.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $526 | $4,261-87.7% | $5,586-90.6% | $4,296-87.8% |