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 | $16,359 | $180,462-90.9% | $154,111-89.4% | $135,379-87.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.75% | 888.17%-884.4pp | 735.18%-731.4pp | 519.79%-516.0pp |
| Employer contribution / active EE | $3,319 | $6,036-45.0% | $5,298-37.4% | $4,779-30.6% |
| Participant deferral / active EE | $7,407 | $5,806+27.6% | $5,081+45.8% | $5,609+32.1% |
| Admin fee / account holder | $1,044 | $16,145-93.5% | $13,411-92.2% | $10,828-90.4% |