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 | $22,278 | $135,645-83.6% | $110,243-79.8% | $135,380-83.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.04% | 513.24%-513.2pp | 314.76%-314.7pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,173 | $4,907-76.1% | $3,827-69.4% | $4,779-75.5% |
| Participant deferral / active EE | $1,701 | $5,507-69.1% | $4,672-63.6% | $5,609-69.7% |
| Admin fee / account holder | $21,706 | $11,458+89.4% | $8,548+153.9% | $10,828+100.5% |