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 | $7,540 | $107,809-93.0% | $97,032-92.2% | $155,188-95.1% |
| Participation rate | 95.2% | 75.5%+19.8pp | 71.6%+23.7pp | 80.8%+14.4pp |
| Annual return | 17.05% | 38.06%-21.0pp | 35.38%-18.3pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,308 | $2,911-55.1% | $2,629-50.3% | $4,248-69.2% |
| Participant deferral / active EE | $4,327 | $5,129-15.6% | $4,672-7.4% | $6,531-33.7% |
| Admin fee / account holder | $1,260 | $10,717-88.2% | $9,418-86.6% | $14,480-91.3% |