Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,025 | $159,934-93.1% | $147,005-92.5% | $145,959-92.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.63% | 98.24%-79.6pp | 418.76%-400.1pp | 561.95%-543.3pp |
| Employer contribution / active EE | $2,401 | $5,287-54.6% | $4,934-51.3% | $4,661-48.5% |
| Participant deferral / active EE | $2,915 | $8,427-65.4% | $8,070-63.9% | $6,689-56.4% |
| Admin fee / account holder | $1,035 | $15,053-93.1% | $13,006-92.0% | $13,398-92.3% |