Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,542 | $183,539-94.8% | $155,556-93.9% | $145,897-93.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.99% | 61.31%-50.3pp | 64.84%-53.9pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,219 | $5,315-77.1% | $4,675-73.9% | $4,663-73.9% |
| Participant deferral / active EE | $2,496 | $6,467-61.4% | $5,631-55.7% | $6,689-62.7% |
| Admin fee / account holder | $2,316 | $19,275-88.0% | $15,885-85.4% | $13,390-82.7% |