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 | $8,376 | $109,411-92.3% | $89,435-90.6% | $158,982-94.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.07% | 345.68%-330.6pp | 245.55%-230.5pp | 302.99%-287.9pp |
| Employer contribution / active EE | $1,303 | $3,173-58.9% | $2,587-49.7% | $4,763-72.7% |
| Participant deferral / active EE | $3,534 | $4,600-23.2% | $3,890-9.2% | $5,983-40.9% |
| Admin fee / account holder | $1,369 | $6,159-77.8% | $4,884-72.0% | $11,252-87.8% |