Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,611 | $85,766-92.3% | $136,298-95.1% | $70,126-90.6% |
| Participation rate | 97.5% | 74.2%+23.3pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 182.01% | 31.46%+150.6pp | 5156.27%-4974.3pp | 73.15%+108.9pp |
| Employer contribution / active EE | $1,123 | $2,966-62.1% | $4,696-76.1% | $2,343-52.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $306 | $5,421-94.3% | $9,244-96.7% | $4,645-93.4% |