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 | $7,941 | $106,247-92.5% | $96,515-91.8% | $139,466-94.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 30.94% | 38.47%-7.5pp | 35.73%-4.8pp | 373.66%-342.7pp |
| Employer contribution / active EE | $2,142 | $4,106-47.8% | $3,740-42.7% | $4,754-54.9% |
| Participant deferral / active EE | $5,115 | $5,456-6.2% | $4,880+4.8% | $6,712-23.8% |
| Admin fee / account holder | $1,881 | $7,885-76.1% | $6,735-72.1% | $11,409-83.5% |