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 | $9,282 | $202,342-95.4% | $172,753-94.6% | $152,909-93.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 142.38% | 1029.88%-887.5pp | 803.00%-660.6pp | 345.46%-203.1pp |
| Employer contribution / active EE | $4,939 | $5,857-15.7% | $5,144-4.0% | $4,764+3.7% |
| Participant deferral / active EE | $4,600 | $5,948-22.7% | $5,198-11.5% | $5,851-21.4% |
| Admin fee / account holder | $576 | $17,112-96.6% | $13,956-95.9% | $11,601-95.0% |