Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,598 | $160,070-92.1% | $147,117-91.4% | $145,897-91.4% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 16.18% | 98.69%-82.5pp | 420.54%-404.4pp | 552.29%-536.1pp |
| Employer contribution / active EE | $2,569 | $5,285-51.4% | $4,932-47.9% | $4,663-44.9% |
| Participant deferral / active EE | $3,401 | $8,419-59.6% | $8,065-57.8% | $6,689-49.2% |
| Admin fee / account holder | $321 | $15,035-97.9% | $12,993-97.5% | $13,390-97.6% |