Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,862 | $159,934-92.6% | $147,005-91.9% | $145,959-91.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.74% | 98.24%-85.5pp | 418.76%-406.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $5,438 | $5,287+2.9% | $4,934+10.2% | $4,661+16.7% |
| Participant deferral / active EE | $12,740 | $8,427+51.2% | $8,070+57.9% | $6,689+90.5% |
| Admin fee / account holder | $1,488 | $15,053-90.1% | $13,006-88.6% | $13,398-88.9% |