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 | $9,485 | $148,623-93.6% | $135,974-93.0% | $139,466-93.2% |
| Participation rate | 84.2% | 83.9%+0.3pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 44.05% | 79.30%-35.3pp | 68.30%-24.3pp | 373.66%-329.6pp |
| Employer contribution / active EE | $2,224 | $5,246-57.6% | $4,859-54.2% | $4,754-53.2% |
| Participant deferral / active EE | $4,373 | $8,103-46.0% | $7,760-43.6% | $6,712-34.9% |
| Admin fee / account holder | $303 | $12,406-97.6% | $10,767-97.2% | $11,409-97.3% |