Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,665 | $176,077-92.2% | $159,455-91.4% | $167,518-91.8% |
| Participation rate | 91.3% | 84.9%+6.4pp | 82.8%+8.5pp | 82.1%+9.2pp |
| Annual return | 15.98% | 331.83%-315.9pp | 263.63%-247.7pp | 478.71%-462.7pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,856 | $7,751-50.3% | $7,353-47.6% | $6,342-39.2% |
| Admin fee / account holder | $3,064 | $12,556-75.6% | $10,800-71.6% | $12,312-75.1% |