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 | $11,900 | $202,342-94.1% | $172,752-93.1% | $152,897-92.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.61% | 1029.83%-1013.2pp | 802.97%-786.4pp | 345.43%-328.8pp |
| Employer contribution / active EE | $1,590 | $5,858-72.9% | $5,144-69.1% | $4,764-66.6% |
| Participant deferral / active EE | $2,910 | $5,948-51.1% | $5,198-44.0% | $5,851-50.3% |
| Admin fee / account holder | $948 | $17,111-94.5% | $13,955-93.2% | $11,599-91.8% |