Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,028 | $105,145-93.3% | $94,664-92.6% | $139,466-95.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 72.14% | 38.09%+34.1pp | 156.84%-84.7pp | 373.66%-301.5pp |
| Employer contribution / active EE | $2,014 | $4,107-51.0% | $3,673-45.2% | $4,754-57.6% |
| Participant deferral / active EE | $3,345 | $7,599-56.0% | $7,417-54.9% | $6,712-50.2% |
| Admin fee / account holder | $400 | $8,972-95.5% | $7,222-94.5% | $11,409-96.5% |