Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,198 | $138,076-92.6% | $123,553-91.7% | $135,380-92.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.06% | 153.70%-158.8pp | 119.21%-124.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,726 | $6,800-15.8% | $6,426-10.9% | $5,609+2.1% |
| Admin fee / account holder | $2,143 | $10,917-80.4% | $9,284-76.9% | $10,828-80.2% |