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 | $14,049 | $98,766-85.8% | $149,730-90.6% | $79,852-82.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 71.71% | 27.43%+44.3pp | 276.70%-205.0pp | 31.72%+40.0pp |
| Employer contribution / active EE | $3,840 | $3,217+19.4% | $4,645-17.3% | $2,471+55.4% |
| Participant deferral / active EE | $6,314 | $5,681+11.1% | $6,843-7.7% | $3,740+68.8% |
| Admin fee / account holder | $1,058 | $6,052-82.5% | $9,310-88.6% | $5,306-80.1% |