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 | $17,289 | $202,342-91.5% | $172,753-90.0% | $152,909-88.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.91% | 1029.88%-1005.0pp | 803.00%-778.1pp | 345.46%-320.6pp |
| Employer contribution / active EE | $4,433 | $5,857-24.3% | $5,144-13.8% | $4,764-6.9% |
| Participant deferral / active EE | $2,858 | $5,948-52.0% | $5,198-45.0% | $5,851-51.2% |
| Admin fee / account holder | $1,225 | $17,112-92.8% | $13,956-91.2% | $11,601-89.4% |