Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,862 | $134,817-91.2% | $123,973-90.4% | $155,188-92.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.24% | 515.49%-503.3pp | 388.13%-375.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $2,095 | $4,425-52.7% | $4,126-49.2% | $4,248-50.7% |
| Participant deferral / active EE | $3,034 | $5,706-46.8% | $5,247-42.2% | $6,531-53.5% |
| Admin fee / account holder | $1,100 | $13,245-91.7% | $11,799-90.7% | $14,480-92.4% |