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 | $10,614 | $99,652-89.3% | $78,778-86.5% | $147,586-92.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.57% | 47.28%-35.7pp | 35.62%-24.0pp | 578.59%-567.0pp |
| Employer contribution / active EE | $2,174 | $2,796-22.2% | $1,986+9.5% | $4,876-55.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $414 | $7,155-94.2% | $5,134-91.9% | $10,886-96.2% |