Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,208 | $155,833-87.0% | $124,693-83.8% | $167,518-87.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 75.77% | 17.98%+57.8pp | 5144.19%-5068.4pp | 478.71%-402.9pp |
| Employer contribution / active EE | $2,825 | $4,164-32.2% | $3,324-15.0% | $4,838-41.6% |
| Participant deferral / active EE | $5,126 | $5,675-9.7% | $4,615+11.1% | $6,342-19.2% |
| Admin fee / account holder | $451 | $9,534-95.3% | $7,494-94.0% | $12,312-96.3% |