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 | $21,735 | $202,342-89.3% | $172,753-87.4% | $152,909-85.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.05% | 1029.88%-1014.8pp | 803.00%-787.9pp | 345.46%-330.4pp |
| Employer contribution / active EE | $2,775 | $5,857-52.6% | $5,144-46.1% | $4,764-41.8% |
| Participant deferral / active EE | $3,553 | $5,948-40.3% | $5,198-31.6% | $5,851-39.3% |
| Admin fee / account holder | $858 | $17,112-95.0% | $13,956-93.8% | $11,601-92.6% |