Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,245 | $175,231-94.2% | $149,696-93.2% | $139,466-92.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 57.13% | 166.77%-109.6pp | 134.46%-77.3pp | 373.66%-316.5pp |
| Employer contribution / active EE | $1,613 | $5,478-70.6% | $4,821-66.5% | $4,754-66.1% |
| Participant deferral / active EE | $3,782 | $6,521-42.0% | $5,682-33.4% | $6,712-43.6% |
| Admin fee / account holder | $372 | $16,155-97.7% | $13,212-97.2% | $11,409-96.7% |