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 | $24,065 | $168,635-85.7% | $147,617-83.7% | $125,389-80.8% |
| Participation rate | 84.6% | 88.8%-4.2pp | 84.6%0pp | 83.2%+1.4pp |
| Annual return | -2.05% | 77.65%-79.7pp | 61.98%-64.0pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,816 | $6,252-70.9% | $5,564-67.4% | $4,866-62.7% |
| Participant deferral / active EE | $1,928 | $5,507-65.0% | $4,895-60.6% | $5,352-64.0% |
| Admin fee / account holder | $2,565 | $13,580-81.1% | $11,612-77.9% | $9,541-73.1% |