Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,007 | $115,903-92.2% | $100,528-91.0% | $158,966-94.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 274.17% | 34.80%+239.4pp | 30.90%+243.3pp | 302.95%-28.8pp |
| Employer contribution / active EE | $2,293 | $4,105-44.2% | $3,419-32.9% | $4,762-51.9% |
| Participant deferral / active EE | $11,658 | $6,677+74.6% | $6,271+85.9% | $5,983+94.8% |
| Admin fee / account holder | $2,958 | $11,000-73.1% | $8,084-63.4% | $11,250-73.7% |