Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,930 | $100,805-93.1% | $86,698-92.0% | $134,532-94.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,924 | $3,490-16.2% | $2,837+3.1% | $4,741-38.3% |
| Participant deferral / active EE | $4,203 | $5,339-21.3% | $4,656-9.7% | $6,401-34.3% |
| Admin fee / account holder | $334 | $10,925-96.9% | $7,493-95.5% | $11,429-97.1% |