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 | $7,615 | $108,882-93.0% | $96,754-92.1% | $154,746-95.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.69% | 98.39%-79.7pp | 82.04%-63.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,135 | $3,018-62.4% | $2,679-57.7% | $4,379-74.1% |
| Participant deferral / active EE | $1,294 | $5,323-75.7% | $4,758-72.8% | $6,730-80.8% |
| Admin fee / account holder | $1,115 | $10,200-89.1% | $8,905-87.5% | $14,365-92.2% |