Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,761 | $105,210-88.8% | $159,487-92.6% | $85,851-86.3% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.8%-11.0pp | 69.3%+2.5pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.71%-263.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $1,738 | $3,319-47.6% | $4,831-64.0% | $2,565-32.2% |
| Participant deferral / active EE | $2,701 | $5,946-54.6% | $7,354-63.3% | $3,952-31.7% |
| Admin fee / account holder | $483 | $6,934-93.0% | $10,804-95.5% | $6,261-92.3% |