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 | $2,135 | $87,166-97.6% | $76,735-97.2% | $137,256-98.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 15.98% | 26.50%-10.5pp | 29.77%-13.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $599 | $2,904-79.4% | $2,454-75.6% | $4,156-85.6% |
| Participant deferral / active EE | $2,088 | $4,726-55.8% | $4,088-48.9% | $6,407-67.4% |
| Admin fee / account holder | $325 | $8,403-96.1% | $7,189-95.5% | $12,270-97.4% |