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 | $9,783 | $160,040-93.9% | $147,096-93.3% | $145,877-93.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.54% | 98.49%-64.0pp | 419.75%-385.2pp | 551.28%-516.7pp |
| Employer contribution / active EE | $2,404 | $5,289-54.6% | $4,936-51.3% | $4,663-48.4% |
| Participant deferral / active EE | $7,858 | $8,429-6.8% | $8,071-2.6% | $6,691+17.4% |
| Admin fee / account holder | $4,152 | $15,050-72.4% | $13,005-68.1% | $13,402-69.0% |