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 | $64,585 | $564,480-88.6% | $103,982-37.9% | $564,480-88.6% |
| Participation rate | 100.0% | 89.1%+10.9pp | 73.2%+26.8pp | 89.1%+10.9pp |
| Annual return | -12.62% | -14.07%+1.5pp | -12.88%+0.3pp | -14.07%+1.5pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $11,125-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $9,861 | $5,729+72.1% | $10,413-5.3% | $5,729+72.1% |
| Admin fee / account holder | $7,367 | $27,140-72.9% | $5,542+32.9% | $27,140-72.9% |