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 | $6,292 | $148,582-95.8% | $135,942-95.4% | $139,456-95.5% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 14.46% | 79.26%-64.8pp | 68.28%-53.8pp | 373.45%-359.0pp |
| Employer contribution / active EE | $2,138 | $5,245-59.2% | $4,858-56.0% | $4,753-55.0% |
| Participant deferral / active EE | $2,797 | $8,101-65.5% | $7,759-63.9% | $6,711-58.3% |
| Admin fee / account holder | $2,735 | $12,402-77.9% | $10,764-74.6% | $11,407-76.0% |