Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,257 | $202,342-85.5% | $172,753-83.1% | $152,909-80.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.85% | 1029.88%-1010.0pp | 803.00%-783.2pp | 345.46%-325.6pp |
| Employer contribution / active EE | $5,562 | $5,857-5.0% | $5,144+8.1% | $4,764+16.8% |
| Participant deferral / active EE | $6,221 | $5,948+4.6% | $5,198+19.7% | $5,851+6.3% |
| Admin fee / account holder | $532 | $17,112-96.9% | $13,956-96.2% | $11,601-95.4% |