Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,944 | $82,314-95.2% | $68,808-94.3% | $134,532-97.1% |
| Participation rate | 93.3% | 75.1%+18.3pp | 69.0%+24.3pp | 81.2%+12.1pp |
| Annual return | -9.43% | -2.18%-7.3pp | -6.37%-3.1pp | 418.27%-427.7pp |
| Employer contribution / active EE | $666 | $3,301-79.8% | $2,656-74.9% | $4,741-85.9% |
| Participant deferral / active EE | $1,837 | $4,740-61.2% | $3,942-53.4% | $6,401-71.3% |
| Admin fee / account holder | $600 | $6,484-90.8% | $4,936-87.8% | $11,429-94.8% |