Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,689 | $165,381-94.7% | $149,730-94.2% | $158,966-94.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 68.58% | 348.29%-279.7pp | 276.70%-208.1pp | 302.95%-234.4pp |
| Employer contribution / active EE | $2,206 | $5,104-56.8% | $4,645-52.5% | $4,762-53.7% |
| Participant deferral / active EE | $3,908 | $7,182-45.6% | $6,843-42.9% | $5,983-34.7% |
| Admin fee / account holder | $552 | $10,809-94.9% | $9,310-94.1% | $11,250-95.1% |