Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $27,981 | $144,130-80.6% | $117,861-76.3% | $147,586-81.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.62% | 531.20%-512.6pp | 335.11%-316.5pp | 578.59%-560.0pp |
| Employer contribution / active EE | $9,263 | $4,897+89.2% | $3,786+144.6% | $4,876+90.0% |
| Participant deferral / active EE | $5,705 | $5,316+7.3% | $4,482+27.3% | $5,439+4.9% |
| Admin fee / account holder | $301 | $10,887-97.2% | $8,021-96.2% | $10,886-97.2% |