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 | $26,333 | $197,594-86.7% | $177,822-85.2% | $158,931-83.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.30% | 58.76%-41.5pp | 48.32%-31.0pp | 302.86%-285.6pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,620 | $8,405+2.6% | $7,714+11.7% | $5,982+44.1% |
| Admin fee / account holder | $9,949 | $15,400-35.4% | $12,428-19.9% | $11,247-11.5% |