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 | $10,546 | $129,960-91.9% | $104,299-89.9% | $134,545-92.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -6.29% | 42.06%-48.3pp | 24.62%-30.9pp | 418.37%-424.7pp |
| Employer contribution / active EE | $7,816 | $4,186+86.7% | $3,373+131.7% | $4,742+64.8% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $584 | $9,324-93.7% | $7,339-92.0% | $11,431-94.9% |