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 | $6,768 | $202,463-96.7% | $169,397-96.0% | $139,487-95.1% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 0.00% | 532.64%-532.6pp | 406.23%-406.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $3,501 | $4,694-25.4% | $4,013-12.8% | $4,755-26.4% |
| Participant deferral / active EE | $4,405 | $6,941-36.5% | $6,223-29.2% | $6,713-34.4% |
| Admin fee / account holder | $603 | $10,726-94.4% | $9,017-93.3% | $11,407-94.7% |