Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $2,886 | $129,737-97.8% | $119,126-97.6% | $154,746-98.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 22.46% | 379.08%-356.6pp | 282.11%-259.6pp | 172.34%-149.9pp |
| Employer contribution / active EE | $15,777 | $4,375+260.6% | $4,034+291.1% | $4,379+260.3% |
| Participant deferral / active EE | $10,494 | $5,842+79.6% | $5,318+97.3% | $6,730+55.9% |
| Admin fee / account holder | $86,370 | $11,961+622.1% | $10,693+707.7% | $14,365+501.2% |