Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,045 | $150,447-88.7% | $136,298-87.5% | $147,586-88.5% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 10.88% | 1049.15%-1038.3pp | 5156.27%-5145.4pp | 578.59%-567.7pp |
| Employer contribution / active EE | $3,371 | $5,256-35.9% | $4,696-28.2% | $4,876-30.9% |
| Participant deferral / active EE | $4,934 | $6,631-25.6% | $6,247-21.0% | $5,439-9.3% |
| Admin fee / account holder | $12,424 | $10,906+13.9% | $9,244+34.4% | $10,886+14.1% |