Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,860 | $166,131-95.3% | $164,975-95.2% | $145,877-94.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 100.37%-100.4pp | 70.12%-70.1pp | 551.28%-551.3pp |
| Employer contribution / active EE | $2,362 | $5,276-55.2% | $4,343-45.6% | $4,663-49.3% |
| Participant deferral / active EE | $5,833 | $6,962-16.2% | $6,033-3.3% | $6,691-12.8% |
| Admin fee / account holder | $554 | $16,648-96.7% | $12,688-95.6% | $13,402-95.9% |