Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,458 | $110,801-90.6% | $86,868-88.0% | $167,518-93.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 11.37% | 117.00%-105.6pp | 63.53%-52.2pp | 478.71%-467.3pp |
| Employer contribution / active EE | $1,189 | $3,245-63.4% | $2,496-52.4% | $4,838-75.4% |
| Participant deferral / active EE | $5,361 | $4,547+17.9% | $3,699+44.9% | $6,342-15.5% |
| Admin fee / account holder | $2,994 | $8,417-64.4% | $5,829-48.6% | $12,312-75.7% |