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 | $5,679 | $112,729-95.0% | $98,716-94.2% | $137,256-95.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.67% | 38.48%-17.8pp | 31.81%-11.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,656 | $2,725-2.5% | $2,279+16.6% | $4,156-36.1% |
| Participant deferral / active EE | $4,456 | $4,640-4.0% | $4,048+10.1% | $6,407-30.5% |
| Admin fee / account holder | $814 | $10,129-92.0% | $8,703-90.7% | $12,270-93.4% |