Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $32,059 | $198,457-83.8% | $170,435-81.2% | $147,586-78.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.98% | 257.30%-244.3pp | 205.94%-193.0pp | 578.59%-565.6pp |
| Employer contribution / active EE | $7,967 | $6,183+28.8% | $5,432+46.7% | $4,876+63.4% |
| Participant deferral / active EE | $8,317 | $5,629+47.8% | $4,939+68.4% | $5,439+52.9% |
| Admin fee / account holder | $549 | $16,852-96.7% | $13,881-96.0% | $10,886-95.0% |