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 | $16,899 | $217,427-92.2% | $185,837-90.9% | $167,518-89.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.06% | 148.39%-127.3pp | 122.08%-101.0pp | 478.71%-457.6pp |
| Employer contribution / active EE | $2,484 | $5,874-57.7% | $5,168-51.9% | $4,838-48.7% |
| Participant deferral / active EE | $4,061 | $6,357-36.1% | $5,568-27.1% | $6,342-36.0% |
| Admin fee / account holder | $8,145 | $19,816-58.9% | $16,241-49.8% | $12,312-33.8% |