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 | $12,777 | $105,198-87.9% | $159,455-92.0% | $85,856-85.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 21.38% | 45.08%-23.7pp | 263.63%-242.3pp | 318.58%-297.2pp |
| Employer contribution / active EE | $2,134 | $3,319-35.7% | $4,830-55.8% | $2,565-16.8% |
| Participant deferral / active EE | $5,408 | $5,946-9.0% | $7,353-26.5% | $3,952+36.8% |
| Admin fee / account holder | $4,075 | $6,934-41.2% | $10,800-62.3% | $6,261-34.9% |