Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,322 | $183,539-91.7% | $155,556-90.2% | $145,897-89.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.03% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,707 | $5,315-67.9% | $4,675-63.5% | $4,663-63.4% |
| Participant deferral / active EE | $2,195 | $6,467-66.1% | $5,631-61.0% | $6,689-67.2% |
| Admin fee / account holder | $16,062 | $19,275-16.7% | $15,885+1.1% | $13,390+20.0% |