Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,605 | $159,978-92.1% | $147,041-91.4% | $145,978-91.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.54% | 98.36%-85.8pp | 419.21%-406.7pp | 550.52%-538.0pp |
| Employer contribution / active EE | $3,250 | $5,288-38.5% | $4,935-34.2% | $4,662-30.3% |
| Participant deferral / active EE | $6,099 | $8,429-27.6% | $8,071-24.4% | $6,690-8.8% |
| Admin fee / account holder | $3,860 | $15,053-74.4% | $13,006-70.3% | $13,400-71.2% |