Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,266 | $226,105-97.2% | $182,540-96.6% | $152,897-95.9% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.5%-11.0pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,927 | $4,978-61.3% | $4,076-52.7% | $4,764-59.5% |
| Participant deferral / active EE | $3,619 | $6,370-43.2% | $5,525-34.5% | $5,851-38.1% |
| Admin fee / account holder | $747 | $10,706-93.0% | $8,593-91.3% | $11,599-93.6% |