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 | $12,815 | $158,852-91.9% | $121,220-89.4% | $135,379-90.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.59% | -0.64%-5.0pp | 16.94%-22.5pp | 519.79%-525.4pp |
| Employer contribution / active EE | $1,785 | $5,666-68.5% | $4,023-55.6% | $4,779-62.7% |
| Participant deferral / active EE | $780 | $4,006-80.5% | $3,345-76.7% | $5,609-86.1% |
| Admin fee / account holder | $307 | $6,515-95.3% | $5,021-93.9% | $10,828-97.2% |