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 | $5,880 | $102,978-94.3% | $90,287-93.5% | $152,870-96.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 234.07% | 95.17%+138.9pp | 78.10%+156.0pp | 345.34%-111.3pp |
| Employer contribution / active EE | $2,489 | $3,139-20.7% | $2,855-12.8% | $4,763-47.7% |
| Participant deferral / active EE | $2,550 | $4,281-40.4% | $3,885-34.4% | $5,850-56.4% |
| Admin fee / account holder | $1,747 | $6,171-71.7% | $5,351-67.4% | $11,597-84.9% |