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 | $20,835 | $183,988-88.7% | $162,177-87.2% | $152,897-86.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.02% | 150.79%-132.8pp | 115.60%-97.6pp | 345.43%-327.4pp |
| Employer contribution / active EE | $2,011 | $6,370-68.4% | $5,613-64.2% | $4,764-57.8% |
| Participant deferral / active EE | $4,025 | $8,032-49.9% | $7,297-44.8% | $5,851-31.2% |
| Admin fee / account holder | $539 | $13,123-95.9% | $10,843-95.0% | $11,599-95.4% |