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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $287 | $160,028-99.8% | $147,080-99.8% | $145,884-99.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.02% | 98.60%-89.6pp | 420.17%-411.1pp | 551.85%-542.8pp |
| Employer contribution / active EE | $6,397 | $5,286+21.0% | $4,933+29.7% | $4,662+37.2% |
| Participant deferral / active EE | $31,250 | $8,422+271.1% | $8,066+287.4% | $6,690+367.1% |
| Admin fee / account holder | $2,517,989 | $15,030+16653.1% | $12,989+19285.8% | $13,392+18702.4% |