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 | $16,094 | $176,105-90.9% | $159,474-89.9% | $167,536-90.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.20% | 331.91%-311.7pp | 263.68%-243.5pp | 478.82%-458.6pp |
| Employer contribution / active EE | $3,594 | $5,299-32.2% | $4,831-25.6% | $4,839-25.7% |
| Participant deferral / active EE | $5,641 | $7,751-27.2% | $7,353-23.3% | $6,342-11.1% |
| Admin fee / account holder | $5,477 | $12,559-56.4% | $10,802-49.3% | $12,315-55.5% |