Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,048 | $107,353-86.9% | $92,903-84.9% | $152,885-90.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 88.30% | 145.62%-57.3pp | 109.43%-21.1pp | 345.39%-257.1pp |
| Employer contribution / active EE | $9,176 | $4,222+117.4% | $3,653+151.2% | $4,763+92.6% |
| Participant deferral / active EE | $3,180 | $4,848-34.4% | $4,238-25.0% | $5,851-45.6% |
| Admin fee / account holder | $1,308 | $7,081-81.5% | $5,795-77.4% | $11,598-88.7% |