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 | $10,059 | $114,073-91.2% | $96,161-89.5% | $167,518-94.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 23.15% | 189.95%-166.8pp | 192.01%-168.9pp | 478.71%-455.6pp |
| Employer contribution / active EE | $1,421 | $3,428-58.5% | $2,798-49.2% | $4,838-70.6% |
| Participant deferral / active EE | $7,156 | $5,195+37.7% | $4,349+64.5% | $6,342+12.8% |
| Admin fee / account holder | $4,903 | $6,899-28.9% | $5,538-11.5% | $12,312-60.2% |