Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,963 | $100,938-93.1% | $90,461-92.3% | $158,982-95.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.93% | 1727.20%-1715.3pp | 1294.76%-1282.8pp | 302.99%-291.1pp |
| Employer contribution / active EE | $1,453 | $3,691-60.7% | $3,264-55.5% | $4,763-69.5% |
| Participant deferral / active EE | $3,207 | $4,350-26.3% | $3,964-19.1% | $5,983-46.4% |
| Admin fee / account holder | $2,218 | $6,510-65.9% | $5,617-60.5% | $11,252-80.3% |