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 | $11,746 | $138,102-91.5% | $125,381-90.6% | $134,532-91.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.00% | 750.73%-765.7pp | 572.31%-587.3pp | 418.27%-433.3pp |
| Employer contribution / active EE | $1,165 | $5,245-77.8% | $4,815-75.8% | $4,741-75.4% |
| Participant deferral / active EE | $2,609 | $7,801-66.6% | $7,448-65.0% | $6,401-59.2% |
| Admin fee / account holder | $775 | $11,568-93.3% | $10,007-92.3% | $11,429-93.2% |