Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,262 | $156,970-96.0% | $121,210-94.8% | $139,487-95.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.43% | 1477.10%-1466.7pp | 987.41%-977.0pp | 373.84%-363.4pp |
| Employer contribution / active EE | $680 | $5,546-87.7% | $4,171-83.7% | $4,755-85.7% |
| Participant deferral / active EE | $2,184 | $4,849-55.0% | $4,084-46.5% | $6,713-67.5% |
| Admin fee / account holder | $450 | $6,947-93.5% | $5,647-92.0% | $11,407-96.1% |