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 | $8,140 | $112,121-92.7% | $95,960-91.5% | $158,966-94.9% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 103.43% | 171.16%-67.7pp | 91.63%+11.8pp | 302.95%-199.5pp |
| Employer contribution / active EE | $3,099 | $3,199-3.1% | $2,541+22.0% | $4,762-34.9% |
| Participant deferral / active EE | $4,594 | $4,784-4.0% | $4,167+10.3% | $5,983-23.2% |
| Admin fee / account holder | $725 | $10,135-92.8% | $6,797-89.3% | $11,250-93.6% |