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 | $12,097 | $63,346-80.9% | $92,240-86.9% | $70,126-82.7% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 369.71% | 530.19%-160.5pp | 176.29%+193.4pp | 73.15%+296.6pp |
| Employer contribution / active EE | $2,124 | $2,471-14.0% | $3,680-42.3% | $2,343-9.3% |
| Participant deferral / active EE | $3,201 | $2,854+12.2% | $3,897-17.9% | $3,332-3.9% |
| Admin fee / account holder | $540 | $3,841-85.9% | $5,194-89.6% | $4,645-88.4% |