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 | $2,388 | $96,388-97.5% | $80,627-97.0% | $139,466-98.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.59% | 1352.08%-1336.5pp | 936.76%-921.2pp | 373.66%-358.1pp |
| Employer contribution / active EE | $5,473 | $3,260+67.9% | $2,723+101.0% | $4,754+15.1% |
| Participant deferral / active EE | $5,473 | $5,224+4.8% | $4,443+23.2% | $6,712-18.5% |
| Admin fee / account holder | $18,185 | $6,603+175.4% | $5,381+238.0% | $11,409+59.4% |