Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,575 | $106,905-84.5% | $84,020-80.3% | $152,885-89.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.89% | 105.00%-86.1pp | 71.31%-52.4pp | 345.39%-326.5pp |
| Employer contribution / active EE | $6,901 | $2,735+152.4% | $1,984+247.9% | $4,763+44.9% |
| Participant deferral / active EE | $4,560 | $4,012+13.7% | $3,239+40.8% | $5,851-22.1% |
| Admin fee / account holder | $307 | $8,287-96.3% | $6,101-95.0% | $11,598-97.3% |