Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,008 | $107,030-91.6% | $73,550-87.8% | $147,586-93.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,854 | $1,760+5.3% | $1,219+52.1% | $4,876-62.0% |
| Participant deferral / active EE | $2,772 | $2,458+12.8% | $1,804+53.6% | $5,439-49.0% |
| Admin fee / account holder | $784 | $3,055-74.3% | $2,320-66.2% | $10,886-92.8% |