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 | $22,399 | $150,447-85.1% | $136,298-83.6% | $147,586-84.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.66% | 1049.15%-1035.5pp | 5156.27%-5142.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $9,124 | $5,256+73.6% | $4,696+94.3% | $4,876+87.1% |
| Participant deferral / active EE | $2,830 | $6,631-57.3% | $6,247-54.7% | $5,439-48.0% |
| Admin fee / account holder | $3,727 | $10,906-65.8% | $9,244-59.7% | $10,886-65.8% |