Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,731 | $63,949-92.6% | $129,031-96.3% | $94,015-95.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.4%+26.6pp | 70.8%+29.2pp |
| Annual return | 20.03% | 17.56%+2.5pp | 34.67%-14.6pp | 17.84%+2.2pp |
| Employer contribution / active EE | $730 | $1,865-60.8% | $3,226-77.4% | $2,790-73.8% |
| Participant deferral / active EE | $1,269 | $3,686-65.6% | $5,217-75.7% | $4,249-70.1% |
| Admin fee / account holder | $358 | $5,523-93.5% | $13,208-97.3% | $8,951-96.0% |