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 | $15,100 | $138,075-89.1% | $123,552-87.8% | $135,379-88.8% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -8.25% | 153.70%-161.9pp | 119.20%-127.5pp | 519.79%-528.0pp |
| Employer contribution / active EE | $2,984 | $5,152-42.1% | $4,628-35.5% | $4,779-37.5% |
| Participant deferral / active EE | $2,951 | $6,800-56.6% | $6,426-54.1% | $5,609-47.4% |
| Admin fee / account holder | $4,287 | $10,917-60.7% | $9,285-53.8% | $10,828-60.4% |