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 | $7,599 | $110,410-93.1% | $102,437-92.6% | $145,897-94.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.99% | 24.85%-9.9pp | 24.95%-10.0pp | 552.29%-537.3pp |
| Employer contribution / active EE | $2,550 | $4,217-39.5% | $3,871-34.1% | $4,663-45.3% |
| Participant deferral / active EE | $5,103 | $5,622-9.2% | $5,060+0.8% | $6,689-23.7% |
| Admin fee / account holder | $692 | $9,745-92.9% | $8,388-91.8% | $13,390-94.8% |