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 | $17,588 | $138,072-87.3% | $123,549-85.8% | $135,382-87.0% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $2,531 | $5,152-50.9% | $4,628-45.3% | $4,779-47.0% |
| Participant deferral / active EE | $12,584 | $6,799+85.1% | $6,426+95.8% | $5,609+124.4% |
| Admin fee / account holder | $459 | $10,917-95.8% | $9,284-95.1% | $10,829-95.8% |