Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,807 | $165,381-95.3% | $149,730-94.8% | $158,966-95.1% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 14.03% | 348.29%-334.3pp | 276.70%-262.7pp | 302.95%-288.9pp |
| Employer contribution / active EE | $2,285 | $5,104-55.2% | $4,645-50.8% | $4,762-52.0% |
| Participant deferral / active EE | $5,355 | $7,182-25.4% | $6,843-21.7% | $5,983-10.5% |
| Admin fee / account holder | $393 | $10,809-96.4% | $9,310-95.8% | $11,250-96.5% |