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 | $3,515 | $102,595-96.6% | $94,057-96.3% | $154,746-97.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.19% | 583.42%-564.2pp | 480.62%-461.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,327 | $3,147-57.8% | $2,933-54.8% | $4,379-69.7% |
| Participant deferral / active EE | $1,411 | $5,118-72.4% | $4,709-70.0% | $6,730-79.0% |
| Admin fee / account holder | $531 | $7,736-93.1% | $7,244-92.7% | $14,365-96.3% |