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 | $15,095 | $159,978-90.6% | $147,041-89.7% | $145,978-89.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.82% | 98.36%-83.5pp | 419.21%-404.4pp | 550.52%-535.7pp |
| Employer contribution / active EE | $4,012 | $5,288-24.1% | $4,935-18.7% | $4,662-13.9% |
| Participant deferral / active EE | $14,078 | $8,429+67.0% | $8,071+74.4% | $6,690+110.4% |
| Admin fee / account holder | $22,307 | $15,053+48.2% | $13,006+71.5% | $13,400+66.5% |