Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,811 | $190,862-93.8% | $159,991-92.6% | $134,509-91.2% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -16.55% | 552.59%-569.1pp | 408.82%-425.4pp | 418.13%-434.7pp |
| Employer contribution / active EE | $1,147 | $4,995-77.0% | $4,225-72.9% | $4,741-75.8% |
| Participant deferral / active EE | $3,129 | $6,924-54.8% | $6,183-49.4% | $6,400-51.1% |
| Admin fee / account holder | $1,653 | $10,495-84.3% | $8,715-81.0% | $11,427-85.5% |