Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,464 | $150,207-92.4% | $120,380-90.5% | $145,978-92.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.04% | 154.28%-141.2pp | 107.28%-94.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $1,117 | $4,351-74.3% | $3,465-67.8% | $4,662-76.0% |
| Participant deferral / active EE | $4,727 | $6,175-23.5% | $4,992-5.3% | $6,690-29.3% |
| Admin fee / account holder | $2,035 | $12,203-83.3% | $9,421-78.4% | $13,400-84.8% |