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 | $10,684 | $168,635-93.7% | $147,617-92.8% | $125,389-91.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.15% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $2,314 | $6,252-63.0% | $5,564-58.4% | $4,866-52.4% |
| Participant deferral / active EE | $6,511 | $5,507+18.2% | $4,895+33.0% | $5,352+21.7% |
| Admin fee / account holder | $2,637 | $13,580-80.6% | $11,612-77.3% | $9,541-72.4% |