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 | $16,110 | $180,462-91.1% | $154,111-89.5% | $135,379-88.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.54% | 888.17%-896.7pp | 735.18%-743.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $2,061 | $6,036-65.9% | $5,298-61.1% | $4,779-56.9% |
| Participant deferral / active EE | $2,061 | $5,806-64.5% | $5,081-59.4% | $5,609-63.3% |
| Admin fee / account holder | $2,986 | $16,145-81.5% | $13,411-77.7% | $10,828-72.4% |