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 | $2,488 | $84,697-97.1% | $73,845-96.6% | $125,393-98.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.50% | 3123.66%-3126.2pp | 2267.91%-2270.4pp | 282.23%-284.7pp |
| Employer contribution / active EE | $689 | $3,123-77.9% | $2,788-75.3% | $4,866-85.8% |
| Participant deferral / active EE | $675 | $3,993-83.1% | $3,583-81.2% | $5,351-87.4% |
| Admin fee / account holder | $654 | $5,692-88.5% | $4,881-86.6% | $9,541-93.1% |