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 | $2,629 | $60,442-95.6% | $96,754-97.3% | $87,485-97.0% |
| Participation rate | 80.6% | 58.7%+21.9pp | 70.3%+10.4pp | 68.9%+11.7pp |
| Annual return | 20.28% | 21.97%-1.7pp | 82.04%-61.8pp | 26.06%-5.8pp |
| Employer contribution / active EE | $917 | $1,691-45.8% | $2,679-65.8% | $2,596-64.7% |
| Participant deferral / active EE | $929 | $3,280-71.7% | $4,758-80.5% | $4,274-78.3% |
| Admin fee / account holder | $530 | $5,069-89.5% | $8,905-94.0% | $7,775-93.2% |