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 | $18,420 | $118,708-84.5% | $98,920-81.4% | $158,982-88.4% |
| Participation rate | 90.0% | 77.8%+12.2pp | 76.0%+14.0pp | 82.0%+8.0pp |
| Annual return | 52.09% | 372.49%-320.4pp | 196.47%-144.4pp | 302.99%-250.9pp |
| Employer contribution / active EE | $7,921 | $3,334+137.6% | $2,689+194.5% | $4,763+66.3% |
| Participant deferral / active EE | $5,368 | $5,089+5.5% | $4,245+26.5% | $5,983-10.3% |
| Admin fee / account holder | $439 | $10,134-95.7% | $6,643-93.4% | $11,252-96.1% |