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 | $23,783 | $150,447-84.2% | $136,298-82.6% | $147,586-83.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.77% | 1049.15%-1032.4pp | 5156.27%-5139.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $1,947 | $5,256-63.0% | $4,696-58.5% | $4,876-60.1% |
| Participant deferral / active EE | $3,009 | $6,631-54.6% | $6,247-51.8% | $5,439-44.7% |
| Admin fee / account holder | $550 | $10,906-95.0% | $9,244-94.0% | $10,886-94.9% |