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 | $182,646 | $418,230-56.3% | $386,303-52.7% | $461,066-60.4% |
| Participation rate | 0.0% | 90.6%-90.6pp | 87.7%-87.7pp | 87.7%-87.7pp |
| Annual return | 11.03% | 213.00%-202.0pp | 210.04%-199.0pp | 484.84%-473.8pp |
| Employer contribution / active EE | $0 | $11,708-100.0% | $10,842-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $10,032-100.0% | $9,137-100.0% | $6,032-100.0% |
| Admin fee / account holder | $44,526 | $20,326+119.1% | $19,920+123.5% | $28,147+58.2% |