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 | $5,209 | $114,119-95.4% | $107,187-95.1% | $138,895-96.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 21.86% | 273.21%-251.3pp | 204.55%-182.7pp | 145.39%-123.5pp |
| Employer contribution / active EE | $1,459 | $4,059-64.1% | $3,782-61.4% | $4,194-65.2% |
| Participant deferral / active EE | $1,510 | $5,538-72.7% | $5,096-70.4% | $6,396-76.4% |
| Admin fee / account holder | $627 | $10,024-93.7% | $9,162-93.2% | $12,562-95.0% |