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 | $8,491 | $202,342-95.8% | $172,752-95.1% | $152,897-94.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.49% | 1029.83%-1014.3pp | 802.97%-787.5pp | 345.43%-329.9pp |
| Employer contribution / active EE | $1,262 | $5,858-78.5% | $5,144-75.5% | $4,764-73.5% |
| Participant deferral / active EE | $4,394 | $5,948-26.1% | $5,198-15.5% | $5,851-24.9% |
| Admin fee / account holder | $90,786 | $17,111+430.6% | $13,955+550.6% | $11,599+682.7% |