Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,529 | $160,040-89.7% | $147,096-88.8% | $145,877-88.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.44% | 98.49%-86.1pp | 419.75%-407.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $4,094 | $5,289-22.6% | $4,936-17.1% | $4,663-12.2% |
| Participant deferral / active EE | $4,095 | $8,429-51.4% | $8,071-49.3% | $6,691-38.8% |
| Admin fee / account holder | $500,063 | $15,050+3222.7% | $13,005+3745.1% | $13,402+3631.2% |