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 | $6,775 | $110,278-93.9% | $95,740-92.9% | $139,466-95.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.04% | 27.19%-2.2pp | 28.41%-3.4pp | 373.66%-348.6pp |
| Employer contribution / active EE | $930 | $3,260-71.5% | $2,836-67.2% | $4,754-80.4% |
| Participant deferral / active EE | $2,349 | $4,674-49.7% | $4,244-44.6% | $6,712-65.0% |
| Admin fee / account holder | $337 | $6,613-94.9% | $5,676-94.1% | $11,409-97.0% |