Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,272 | $142,361-91.4% | $119,608-89.7% | $134,509-90.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.12% | -12.46%-6.7pp | -14.98%-4.1pp | 418.13%-437.3pp |
| Employer contribution / active EE | $3,054 | $5,224-41.5% | $4,232-27.8% | $4,741-35.6% |
| Participant deferral / active EE | $11,317 | $6,468+75.0% | $5,601+102.0% | $6,400+76.8% |
| Admin fee / account holder | $313 | $13,588-97.7% | $10,326-97.0% | $11,427-97.3% |