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 | $3,884 | $99,652-96.1% | $78,778-95.1% | $147,586-97.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 124.06% | 47.28%+76.8pp | 35.62%+88.4pp | 578.59%-454.5pp |
| Employer contribution / active EE | $5,660 | $2,796+102.4% | $1,986+185.0% | $4,876+16.1% |
| Participant deferral / active EE | $9,081 | $3,664+147.9% | $2,958+207.0% | $5,439+67.0% |
| Admin fee / account holder | $11,684 | $7,155+63.3% | $5,134+127.6% | $10,886+7.3% |