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 | $5,140 | $97,125-94.7% | $86,233-94.0% | $137,256-96.3% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | 26.89% | 74.19%-47.3pp | 61.39%-34.5pp | 220.34%-193.4pp |
| Employer contribution / active EE | $450 | $2,841-84.2% | $2,504-82.0% | $4,156-89.2% |
| Participant deferral / active EE | $2,317 | $5,180-55.3% | $4,559-49.2% | $6,407-63.8% |
| Admin fee / account holder | $477 | $9,725-95.1% | $8,342-94.3% | $12,270-96.1% |