Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,686 | $171,492-85.6% | $150,734-83.6% | $198,609-87.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 13.35% | 804.70%-791.4pp | 600.81%-587.5pp | 202.70%-189.3pp |
| Employer contribution / active EE | $12,458 | $5,470+127.8% | $4,918+153.3% | $5,055+146.4% |
| Participant deferral / active EE | $5,631 | $6,259-10.0% | $5,610+0.4% | $6,977-19.3% |
| Admin fee / account holder | $2,043 | $17,628-88.4% | $14,905-86.3% | $19,030-89.3% |