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 | $13,557 | $173,397-92.2% | $135,987-90.0% | $145,877-90.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 96.37% | 1166.18%-1069.8pp | 580.01%-483.6pp | 551.28%-454.9pp |
| Employer contribution / active EE | $4,769 | $5,281-9.7% | $4,214+13.2% | $4,663+2.3% |
| Participant deferral / active EE | $8,174 | $8,710-6.2% | $7,027+16.3% | $6,691+22.2% |
| Admin fee / account holder | $8,146 | $9,663-15.7% | $6,716+21.3% | $13,402-39.2% |