Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,166 | $169,336-96.9% | $129,384-96.0% | $145,884-96.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 17.84% | 14408.70%-14390.9pp | 9461.77%-9443.9pp | 551.85%-534.0pp |
| Employer contribution / active EE | $7,600 | $5,540+37.2% | $4,153+83.0% | $4,662+63.0% |
| Participant deferral / active EE | $5,677 | $4,985+13.9% | $4,166+36.3% | $6,690-15.1% |
| Admin fee / account holder | $2,204 | $9,912-77.8% | $7,686-71.3% | $13,392-83.5% |