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 | $53 | $177,156-100.0% | $147,027-100.0% | $154,746-100.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13420.00% | 21.94%+13398.1pp | 20.23%+13399.8pp | 172.34%+13247.7pp |
| Employer contribution / active EE | $16,000 | $4,336+269.0% | $3,626+341.3% | $4,379+265.4% |
| Participant deferral / active EE | $24,000 | $5,797+314.0% | $4,933+386.5% | $6,730+256.6% |
| Admin fee / account holder | $40,623 | $14,904+172.6% | $12,223+232.4% | $14,365+182.8% |