Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,136 | $138,075-86.1% | $123,552-84.5% | $135,379-85.9% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -7.56% | 153.70%-161.3pp | 119.20%-126.8pp | 519.79%-527.3pp |
| Employer contribution / active EE | $1,892 | $5,152-63.3% | $4,628-59.1% | $4,779-60.4% |
| Participant deferral / active EE | $6,983 | $6,800+2.7% | $6,426+8.7% | $5,609+24.5% |
| Admin fee / account holder | $320 | $10,917-97.1% | $9,285-96.5% | $10,828-97.0% |