Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,644 | $202,342-93.3% | $172,753-92.1% | $152,909-91.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.23% | 1029.88%-1010.6pp | 803.00%-783.8pp | 345.46%-326.2pp |
| Employer contribution / active EE | $6,130 | $5,857+4.7% | $5,144+19.2% | $4,764+28.7% |
| Participant deferral / active EE | $5,450 | $5,948-8.4% | $5,198+4.9% | $5,851-6.9% |
| Admin fee / account holder | $411 | $17,112-97.6% | $13,956-97.1% | $11,601-96.5% |