Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,008 | $125,190-96.0% | $105,624-95.3% | $145,897-96.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 44.62% | 225.22%-180.6pp | 116.20%-71.6pp | 552.29%-507.7pp |
| Employer contribution / active EE | $1,440 | $3,720-61.3% | $3,168-54.5% | $4,663-69.1% |
| Participant deferral / active EE | $21,600 | $5,716+277.9% | $5,013+330.9% | $6,689+222.9% |
| Admin fee / account holder | $24,223 | $17,138+41.3% | $10,961+121.0% | $13,390+80.9% |