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 | $14,000 | $138,072-89.9% | $123,549-88.7% | $135,382-89.7% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -5.00% | 153.69%-158.7pp | 119.20%-124.2pp | 519.77%-524.8pp |
| Employer contribution / active EE | $4,636 | $5,152-10.0% | $4,628+0.2% | $4,779-3.0% |
| Participant deferral / active EE | $4,223 | $6,799-37.9% | $6,426-34.3% | $5,609-24.7% |
| Admin fee / account holder | $376 | $10,917-96.6% | $9,284-96.0% | $10,829-96.5% |