Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,404 | $160,040-93.5% | $147,096-92.9% | $145,877-92.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.17% | 98.49%-83.3pp | 419.75%-404.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,098 | $5,289-60.3% | $4,936-57.5% | $4,663-55.0% |
| Participant deferral / active EE | $3,442 | $8,429-59.2% | $8,071-57.4% | $6,691-48.6% |
| Admin fee / account holder | $2,767 | $15,050-81.6% | $13,005-78.7% | $13,402-79.4% |