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 | $7,854 | $209,874-96.3% | $189,537-95.9% | $167,536-95.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.61%-748.6pp | 555.34%-555.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,804 | $6,913-73.9% | $6,161-70.7% | $4,839-62.7% |
| Participant deferral / active EE | $13,387 | $8,934+49.8% | $8,220+62.9% | $6,342+111.1% |
| Admin fee / account holder | $1,293 | $14,299-91.0% | $12,048-89.3% | $12,315-89.5% |