Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,686 | $217,392-97.8% | $185,818-97.5% | $167,497-97.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.14% | 148.37%-115.2pp | 122.06%-88.9pp | 478.62%-445.5pp |
| Employer contribution / active EE | $2,323 | $5,873-60.4% | $5,168-55.0% | $4,838-52.0% |
| Participant deferral / active EE | $3,162 | $6,357-50.2% | $5,568-43.2% | $6,341-50.1% |
| Admin fee / account holder | $635 | $19,813-96.8% | $16,239-96.1% | $12,310-94.8% |