Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,968 | $169,361-95.3% | $129,397-93.8% | $145,877-94.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.32% | 14395.54%-14375.2pp | 9453.98%-9433.7pp | 551.28%-531.0pp |
| Employer contribution / active EE | $672 | $5,542-87.9% | $4,154-83.8% | $4,663-85.6% |
| Participant deferral / active EE | $760 | $4,987-84.8% | $4,167-81.8% | $6,691-88.6% |
| Admin fee / account holder | $1,148 | $9,903-88.4% | $7,679-85.0% | $13,402-91.4% |