Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,853 | $81,208-66.9% | $98,920-72.9% | $79,856-66.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 24.76% | 60.99%-36.2pp | 196.47%-171.7pp | 31.71%-7.0pp |
| Employer contribution / active EE | $994 | $1,960-49.3% | $2,689-63.1% | $2,471-59.8% |
| Participant deferral / active EE | $2,733 | $3,265-16.3% | $4,245-35.6% | $3,741-26.9% |
| Admin fee / account holder | $310 | $6,013-94.8% | $6,643-95.3% | $5,306-94.2% |