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 | $5,096 | $96,731-94.7% | $123,973-95.9% | $86,983-94.1% |
| Participation rate | 92.9% | 70.0%+22.8pp | 76.7%+16.2pp | 69.5%+23.3pp |
| Annual return | 20.32% | 17.33%+3.0pp | 388.13%-367.8pp | 25.83%-5.5pp |
| Employer contribution / active EE | $1,642 | $3,297-50.2% | $4,126-60.2% | $2,584-36.5% |
| Participant deferral / active EE | $1,957 | $4,152-52.9% | $5,247-62.7% | $4,194-53.3% |
| Admin fee / account holder | $1,135 | $8,722-87.0% | $11,799-90.4% | $7,856-85.5% |