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 | $3,464 | $68,097-94.9% | $62,929-94.5% | $137,256-97.5% |
| Participation rate | 85.0% | 77.4%+7.6pp | 73.1%+11.9pp | 80.0%+5.0pp |
| Annual return | 22.67% | 1859.11%-1836.4pp | 1063.93%-1041.3pp | 220.34%-197.7pp |
| Employer contribution / active EE | $565 | $2,811-79.9% | $2,505-77.5% | $4,156-86.4% |
| Participant deferral / active EE | $1,227 | $4,553-73.0% | $3,888-68.4% | $6,407-80.8% |
| Admin fee / account holder | $309 | $6,521-95.3% | $5,065-93.9% | $12,270-97.5% |