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 | $20,325 | $180,459-88.7% | $154,108-86.8% | $135,380-85.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.11% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $4,009 | $6,035-33.6% | $5,298-24.3% | $4,779-16.1% |
| Participant deferral / active EE | $3,484 | $5,806-40.0% | $5,081-31.4% | $5,609-37.9% |
| Admin fee / account holder | $319 | $16,145-98.0% | $13,411-97.6% | $10,828-97.1% |