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 | $8,334 | $99,031-91.6% | $86,597-90.4% | $147,585-94.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.19% | 1312.56%-1299.4pp | 964.96%-951.8pp | 578.57%-565.4pp |
| Employer contribution / active EE | $1,276 | $3,132-59.3% | $2,840-55.1% | $4,876-73.8% |
| Participant deferral / active EE | $768 | $3,972-80.7% | $3,609-78.7% | $5,439-85.9% |
| Admin fee / account holder | $348 | $5,711-93.9% | $4,906-92.9% | $10,885-96.8% |