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 | $23,069 | $198,457-88.4% | $170,435-86.5% | $147,586-84.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16976.74% | 257.30%+16719.4pp | 205.94%+16770.8pp | 578.59%+16398.1pp |
| Employer contribution / active EE | $6,205 | $6,183+0.4% | $5,432+14.2% | $4,876+27.3% |
| Participant deferral / active EE | $5,208 | $5,629-7.5% | $4,939+5.4% | $5,439-4.2% |
| Admin fee / account holder | $352 | $16,852-97.9% | $13,881-97.5% | $10,886-96.8% |