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 | $14,200 | $106,008-86.6% | $92,240-84.6% | $147,586-90.4% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 14.66% | 50.05%-35.4pp | 176.29%-161.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,595 | $4,333-63.2% | $3,680-56.7% | $4,876-67.3% |
| Participant deferral / active EE | $1,942 | $4,478-56.6% | $3,897-50.2% | $5,439-64.3% |
| Admin fee / account holder | $523 | $6,333-91.7% | $5,194-89.9% | $10,886-95.2% |